Shayna Leanne Fossum
Investment adviser representative at Impact Partnership Wealth, LLC
19 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
19 years in the industry.
- Impact Partnership Wealth, LLCApr 2024 to now
- Innovation Partners LLCJan 2024 to now
- S.E.L.F. WealthDec 2023 to now
- Specialty Concrete Solutions, Inc.Sep 2007 to now
- Ip Financial Advisory Services LLCJan 2024 to Apr 2024
- Madison Avenue Securities, LLCApr 2018 to Dec 2023
- Security First Asset ManagementApr 2018 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6939671
- Firm CRD
- 313928