Suzanne Kay Porske
Investment adviser representative at Impact Partnership Wealth, LLC
13 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
13 years in the industry.
- Impact Partnership Wealth, LLCMar 2026 to now
- Achieve Financial SuccessMay 2018 to now
- Phoenix Financial Group,LLCNov 2015 to now
- Aegis Wealth Management, Inc.Apr 2020 to Aug 2024
- Allstate Financial Advisors, LLCJun 2018 to Mar 2020
- Allstate Insurance CompanyOct 2017 to Mar 2020
- Gradient Advisors, LLCJun 2016 to Dec 2016
- Phoenix Financial AdvisorsOct 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6663682
- Firm CRD
- 313928