Richard Wayne Warner
Investment adviser representative at Impact Partnership Wealth, LLC
18 yearsExperience
2 statesRegistered in
$3BFirm assets
5 yearsFirm in business
Are you Richard Wayne Warner? Claim your profile
Contact this firm
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
18 years in the industry.
- Impact Partnership Wealth, LLCApr 2022 to now
- Virtue Wealth Counsel, LLCJan 2019 to Mar 2022
- Sequent Planning, LLCJan 2018 to Dec 2018
- Senior Market SalesDec 2017 to Dec 2018
- Change PathJan 2017 to Dec 2017
- Creative OneJan 2017 to Dec 2017
- American Senior BenefitsSep 2012 to Jan 2021
- Onnen CompanySep 2008 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 4644933
- Firm CRD
- 313928