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Scott Gaylen Ballinger

Investment adviser representative at Impact Partnership Wealth, LLC
12 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

12 years in the industry.

  1. Impact Partnership Wealth, LLCJul 2026 to now
  2. Warner FinancialMar 2026 to now
  3. Gradient Advisors LLCJun 2023 to Mar 2026
  4. American Senior BenefitsMay 2019 to Mar 2026
  5. Nebraska Wesleyan UniversityJan 2014 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (NE).

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
7777360
Firm CRD
313928
Advisor's SEC record (opens in a new tab)
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