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Santiago D

Series 66

Chesterfield, MO

Impact Partnership Wealth, LLC

Santiago De Luca is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated, Precision Wealth Strategies, and Regions Bank. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of strategies including direct indexing and growth allocations, supported by third-party operational and compliance platforms.

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

Series 65

Chesterfield, MO

Impact Partnership Wealth, LLC

David Brandon is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Impact Partnership Wealth, LLC and has previously been associated with Brookstone Wealth Advisor, Aul Financial Group, LLC, and DoorDash. In addition to his advisory role, he assists advisors as a paraplanner with life insurance and annuity sales through Aul Insurance Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm offers a range of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed investment models.

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

ChFC®, Series 66

Chesterfield, MO

Impact Partnership Wealth, LLC

Steven Aul is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. Steven has held roles at several firms including Retirement Wealth Advisors Inc. and Aul Financial Group, LLC. Outside of advisory work, he is involved in educational presentations through the American Retirement Institute and operates a marketing company referring clients to Deferred Sales Trust attorneys. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services utilizing a broad network of affiliated entities and third-party providers.

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