Gavin James Brown
Investment adviser representative at Impact Retirement Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$827.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Impact Retirement AdvisorsOct 2025 to now
- Impact Investment AdvisorsOct 2025 to now
- Foundations Investment Advisors, LLCAug 2024 to Sep 2025
- Allianz Life Financial Services LLCApr 2018 to Jul 2024
- Allianz Life Insurance Company of North AmericaApr 2018 to Jul 2024
- Showcase LandscapeApr 2018 to Apr 2018
- Wheel Fun RentalsMay 2017 to Aug 2017
- Fastenal CompanyJun 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Impact Retirement Advisors
Legal name: Impact Retirement Advisors, LLC
$827.7MAssets managed
196Clients
4Advisers
2 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
- 6943743
- Firm CRD
- 330475