Advisor at Impact Partnership Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Impact Partnership Wealth, LLC
Location
Milford, DE
Credentials
Series 66
Industry experience
43 years
James Stark is a financial advisor at Impact Partnership Wealth, LLC with 42 years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, LLC, Insight Private Advisors, LLC, and Purshe Kaplan Sterling Investments. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client-imposed restrictions.
Based on Impact Partnership Wealth, LLC
Based on Impact Partnership Wealth, LLC
Fixed fees for financial planning and consulting services; specific amounts set by IAR and specified in agreements; fees not to exceed $1,200 if paid six or more months in advance
Hourly fees for financial planning and consulting services; specific rates set by IAR within a prescribed range, not explicitly stated in brochure
Milford, DE
Delaware
Impact Partnership Wealth, LLC
2025 - Present (1 year)
JB Stark Financial, LLC
2020 - Present (6 years)
OneAscent Financial Services LLC
2018 - 2025 (7 years)
Purshe Kaplan Sterling Investments
2016 - 2025 (9 years)
Insight Private Advisors, LLC
2015 - 2018 (3 years)
LPL Financial, LLC
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Series 66
Greenwood, DE
Clarity Financial Advisors LLC
Series 65
Lewes, DE
Turner Financial Group, Inc.
Series 63, Series 66
Lewes, DE
Turner Financial Group, Inc.
Series 63, Series 65
Lewes, DE
Diversify Advisory Services, LLC
Series 63, Series 65
Milton, DE
Private Advisor Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")