Ronald Dale Ray
Investment adviser representative at Impact Partnership Wealth, LLC
17 yearsExperience
1 stateRegistered 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.
- Impact Partnership Wealth, LLCNov 2025 to now
- Homestead Family WealthAug 2016 to now
- Turning 65 Solutions Tax and Insurance, LLCJan 2009 to now
- Iwm Advisory, LLCJun 2021 to Nov 2025
- American Retirement InstituteApr 2019 to Aug 2021
- Retirement Wealth AdvisorsAug 2016 to Aug 2021
- R&r Wealth Management, LLCAug 2016 to Mar 2019
- Comal County Constable Pct. 1Jun 2010 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6697600
- Firm CRD
- 313928