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Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-20
NC RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2026-02-20
  • NC RA
    APPROVED
    Since 2025-01-06

Branch Locations

919 Kildaire Farm Road Ste 1-B, Cary, NC 27511 • United States

1688 White Circle Nw, Marietta, GA 30066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Impact Partnership Wealth, Llc Marietta GA 11/2024 Present
Marc Oslar Retirement Experience, Llc Cary NC 01/2006 Present
Freedom Equity Finance, Inc Cary NC 02/2018 10/2024
Modern Woodmen Of America Raleigh NC 06/2023 12/2025
Mlo Planning, Inc Cary NC 05/2008 12/2023
  • 11/2024 → Present
    Marietta, GA
  • 01/2006 → Present
    Marc Oslar Retirement Experience, Llc
    Cary, NC
  • 02/2018 → 10/2024
    Freedom Equity Finance, Inc
    Cary, NC
  • 06/2023 → 12/2025
    Modern Woodmen Of America
    Raleigh, NC
  • 05/2008 → 12/2023
    Mlo Planning, Inc
    Cary, NC
Other Businesses

1) Marc Oslar Retirement Experience, LLC; Yes Investment Related; 919 Kildaire Farm Road, Ste 1-B, Cary, NC 27511 ; Insurance & Annuities; President/Manager; 1/2006; 150hrs/Mo; 120hrs/Mo during securities trading hours; Insurance & Annuities. 2) Association of Financial Educators, LLC; Not Investment Related; 19901 Southwest Freeway, Sugarland TX 77479; Non-Profit for Educational Workshops; Member; 8/5/2026; 10hrs/Mo; 4hrs/Mo during Securities Trading Hours; I will be a Financial Educator as a Member of this Organization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-26
  • S65 Uniform Investment Adviser Law Examination
    2024-09-26
Other Names
  • Marc L Oslar

View on SEC IAPD

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