Richard Conrad Trabue
Investment adviser representative at Impact Partnership Wealth, LLC
15 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
15 years in the industry.
- Ae Medicare SolutionsJan 2025 to now
- Impact Partnership Wealth, LLCMay 2023 to now
- Consha FinancialOct 2021 to now
- Blue Monarch FinancialAug 2023 to Aug 2024
- Impact PartnershipJul 2017 to Dec 2023
- Carl Black ChevroletJan 2011 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7749911
- Firm CRD
- 313928