Chesterfield, MO Office

Team
Updated today

Client AUM

$2,943,788,302

Clients

7,988

Advisors

2

Of 87 advisors across 61 offices

Location

16253 Swingley Ridge Rd, Ste 125

Chesterfield MO 63017

Advisors at this office

2

Advisors at this office

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David B

Series 65

Chesterfield, MO

Impact Partnership Wealth, LLC

David Brandon is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brookstone Wealth Advisor and Aul Financial Group, LLC. Outside of his advisory role, he is involved with Aul Insurance Group, LLC, assisting advisors with client support and insurance quote requests. 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 combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform supported by a third-party services provider.

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 with Impact Partnership Wealth, LLC, holding a ChFC® designation and Series 66 license, and has 16 years of industry experience. His career includes roles at Aul Financial Group, LLC, Retirement Wealth Advisors Inc., and Akers & Aul LLC. Outside of his advisory work, he is involved in educational presentations through the American Retirement Institute and facilitates client access to estate planning document services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, financial planning, and retirement plan services, utilizing a range of strategies and third-party platforms to support its investment approach.

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