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.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Auburn, NE 68305
Impact Partnership Wealth, LLC
Multi-team
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
Auburn, NE
1919 J Street
Auburn NE 68305
Advisors at this office
1
Nebraska · Texas
9 years of industry experience
Impact Partnership Wealth, LLC
2022 - Present • 4 years
Marietta, GA
Virtue Wealth Counsel, LLC
2019 - 2022 • 3 years
Omaha, NE
Sequent Planning, LLC
2018 - 2018 • 1 year
Auburn, NE
Senior Market Sales
2017 - 2018 • 1 year
Auburn, NE
Change Path
2017 - 2017 • 1 year
Leawood, KS
Creative One
2017 - 2017 • 1 year
Leawood, KS
American Senior benefits
2012 - 2021 • 9 years
Auburn, NE
Onnen Company
2008 - 2018 • 10 years
Des Moines, IA
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 66
Auburn, NE
Edward Jones
Shanda Stutheit is a financial advisor at Edward Jones with a Series 66 designation and several years of experience including roles at Edward Jones and in healthcare prior to her current position. She has worked at Edward Jones during multiple periods since 2014 and was self-employed for four years. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.
Series 63, Series 65
Shubert, NE
Thrivent Investment Management
Matthew Gall is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Weitz Securities, Ceros Financial Services, Flexible Plan Investments, Pacific Life Insurance Company, and Primerica Financial Services. Outside of his advisory role, Gall serves as a Troop Master and board member for the Auburn chapter of Trail Life USA, a Christian-based scouting organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers clients a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”
Series 63, Series 66
Auburn, NE
Edward Jones
Terri Bishop is a financial advisor with Edward Jones in Auburn, NE, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Edward Jones since 1995. Outside of her advisory role, she is involved with the Girl Scouts in a philanthropic capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
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