Advisor at Impact Partnership Wealth, LLC
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Location
Auburn, NE 68305
Credentials
Series 63, Series 65
Industry experience
9 years
Richard Warner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Virtue Wealth Counsel, LLC, Sequent Planning, LLC, and several other firms. Outside of his advisory role, Warner coaches high school and Legion baseball and teaches retirement-related topics such as Social Security and Medicare to the public. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.
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
1919 J Street
Auburn, NE 68305
Nebraska · Texas
Impact Partnership Wealth, LLC
2022 - Present (4 years)
Virtue Wealth Counsel, LLC
2019 - 2022 (3 years)
Sequent Planning, LLC
2018 - 2018 (1 year)
Senior Market Sales
2017 - 2018 (1 year)
Change Path
2017 - 2017 (1 year)
Creative One
2017 - 2017 (1 year)
American Senior benefits
2012 - 2021 (9 years)
Onnen Company
2008 - 2018 (10 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
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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.
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