Nathan Charles Hines
Investment adviser representative at Impact Partnership Wealth, LLC
17 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
17 years in the industry.
- High Point RetirementJan 2026 to now
- Impact Partnership Wealth, LLCMay 2024 to now
- Prostatis Group LLCJan 2025 to Jan 2025
- Troyer RetirementApr 2024 to Jan 2026
- Integrity Marketing Group, LLCAug 2022 to Apr 2024
- Annexus Securities, LLCJan 2020 to Mar 2024
- Annexus Management CompanyDec 2019 to Aug 2022
- Geneva TradingJun 2017 to Nov 2019
- Volant Holding, LLCJun 2009 to May 2017
- Volant Liquidity, LLCJun 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, IN).
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
- 5869836
- Firm CRD
- 313928