Marc Leonard Oslar
Investment adviser representative at Impact Partnership Wealth, LLC
20 yearsExperience
2 statesRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Impact Partnership Wealth, LLCNov 2024 to now
- Marc Oslar Retirement Experience, LLCJan 2006 to now
- Modern Woodmen of AmericaJun 2023 to Dec 2025
- Freedom Equity Finance, IncFeb 2018 to Oct 2024
- Mlo Planning, IncMay 2008 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4460010
- Firm CRD
- 313928