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Suzanne P

Series 63, Series 65

Broken Arrow, OK

Impact Partnership Wealth, LLC

Suzanne Porske is a financial advisor with Impact Partnership Wealth, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Aegis Wealth Management, Inc., Allstate Financial Advisors, LLC, and Allstate Insurance Company. Porske has also maintained ongoing roles with Achieve Financial Success and Phoenix Financial Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing both firm-managed models and third-party strategists.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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