Karen Ames Garner
Investment adviser representative at Impact Partnership Wealth, LLC
11 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
11 years in the industry.
- Impact Partnership Wealth, LLCDec 2025 to now
- Catalyst Wealth AdvisoryNov 2025 to now
- Rwm Capital, LLCSep 2023 to Dec 2025
- Roberts Wealth Management, LLCSep 2021 to Sep 2025
- Foundations Investment Advisors, LLCSep 2021 to Oct 2024
- Bank of America, N.A.Jul 2015 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AL, MS).
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
- 6205358
- Firm CRD
- 313928