Amber Marion Kelly
Investment adviser representative at Impact Partnership Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$3BFirm assets
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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
12 years in the industry.
- Impact Partnership Wealth, LLCMar 2026 to now
- Pa Wealth Partners LLC dba Path Advisory, LLCMar 2026 to now
- Madison Avenue Securities, LLCJan 2025 to Dec 2025
- Madison Avenue Securities, LLCDec 2017 to Dec 2023
- Global Wealth Management Investment Advisory, IncApr 2017 to Feb 2026
- Global Wealth Retirement Planning LLCJul 2015 to Feb 2026
- Global Financial Private Capital, LLCJul 2014 to Jan 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6340043
- Firm CRD
- 313928