Elizabeth Michelle Heneman

Employer firm

Impact Financial CRD 308155

$25.8M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 07/2023 → 03/2024
  Charles Schwab & Co., Inc.
  Columbus, OH
• 07/2023 → 03/2024
  Charles Schwab Bank, Ssb
  Columbus, OH
• 05/2018 → 08/2018
  Foresters Financial
  Dublin, OH
• 08/2016 → 12/2018
  Ohio State University
  Columbus, OH
• 12/2018 → 08/2019
  N/A
  Dublin, OH
• 05/2021 → 07/2023
  University Of Arkansas - Grantham
  Little Rock, AR
• 08/2019 → 01/2021
  Budros, Ruhlin & Roe, Inc.
  Columbus, OH
• 01/2021 → 07/2023
  Corient (Dba Ci Budros Ruhlin Roe)
  Columbus, OH
• 05/2024 → 10/2025
  N/A
  Grandview Heights, OH
• 11/2025 → Present
  Impact Financial Llc
  Boston, MA

Previous Registrations

• 2023-07-28 → 2024-03-26
  Charles Schwab & Co., Inc.
  Columbus, OH

Other Businesses

Do It For Daron; Not investment-related; 1145 Carling Avenue, Floor 4, Ottawa, ON K1Z 7K4; Mental health non-profit; Volunteer; 12/2024; 0-5 hours/month devoted; 0 hours/month during business hours; Volunteers with organization and assists with fundraising.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-27
• S65 Uniform Investment Adviser Law Examination
  2023-02-04

Other Names

• Elizabeth Heneman
• Ellie Heneman