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Isaac Robert king Coutier

Investment adviser representative at Impact Retirement Advisors
16 yearsExperience
2 statesRegistered in
$827.7MFirm assets
2 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 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

16 years in the industry.

  1. Impact Retirement Advisors LLCMay 2024 to now
  2. Hand Securities, IncNov 2022 to May 2024
  3. Bpas IncSep 2022 to May 2024
  4. Onegroup Wealth Partners, Inc.Sep 2022 to May 2024
  5. St Olaf CollegeAug 2018 to Jun 2022
  6. StudentAug 2010 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7320982
Firm CRD
330475
Advisor's SEC record (opens in a new tab)
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