Suzanne Kay Porske

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 10/2017
  Phoenix Financial Advisors
  Beggs, OK
• 10/2017 → 03/2020
  Allstate Insurance Company
  Broken Arrow, OK
• 11/2015 → Present
  Phoenix Financial Group,Llc
  Broken Arrow, OK
• 05/2018 → Present
  Achieve Financial Success
  Broken Arrow, OK
• 04/2020 → 08/2024
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 06/2016 → 12/2016
  Gradient Advisors, Llc
  Beggs, OK
• 06/2018 → 03/2020
  Allstate Financial Advisors, Llc
  Tulsa, OK
• 03/2026 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2020-04-29 → 2024-08-16
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
  Beggs, OK
  Tulsa, OK
  Broken Arrow, OK
• 2018-06-18 → 2020-03-02
  Allstate Financial Advisors, Llc
  Tulsa, OK
• 2016-06-15 → 2016-12-31
  Gradient Advisors, Llc
  Beggs, OK
  Arden Hills, MN

Other Businesses

1) PHOENIX FINANCIAL GROUP, LLC; YES INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; INSURANCE SALES; OWNER, LICENSED AGENT; 11/2015; APPROX. 200HRS/MO; APPROX. 60HRS/MO DURING SECURITIES TRADING HOURS; MARKETING AND SELLING LIFE, HEALTH, AND ACCIDENT INSURANCE. 2) ACHIEVE FINANCIAL SUCCESS; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; SELF PUBLISHED BOOK; AUTHOR; 5/2018; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. WROTE A SELF-PUBLISHED BOOK, AND IT IS ON AMAZON. 3) ESTATE PLANNING DOCUMENT SERVICES; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; ESTATE PLANNING; FACILITATOR; 1/2018; APPROX. 5HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM, LAW DEPOT, FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 4) THE COLLECTIVE ON MAIN; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 203 BROKEN ARROW, OK 74012; RENTAL OF CO-WORKING SPACE; OWNER; 2/1/2026; APPROX. 8HRS/MO; APPROX. 8HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-29
• S65 Uniform Investment Adviser Law Examination
  2016-03-24

Other Names

• Suzanne Kay Hibbing
• Suzanne Kay Coomler
• Suzanne Kay Brindley
• Suzanne Brindley Porske