Frederick Charles Whitford

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

• 11/2004 → Present
  Retirement Design Group, Inc.
  Winter Park, CO
• 11/2013 → 03/2018
  Emerson Equtiy Llc
  San Mateo, CA
• 06/2016 → Present
  Oxygen To You
  Fraser, CO
• 06/2019 → 10/2019
  Specialized Advisors, Llc
  Dallas, TX
• 02/2019 → 03/2022
  Jd Mellberg Llc
  Tucson, AZ
• 12/2019 → 04/2023
  Brookstone Capital Management
  Wheaton, IL
• 01/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 08/2023 → 10/2023
  First Line Financial, Inc.
  Oviedo, FL
• 11/2023 → 01/2024
  Advisor Share Wealth Management
  Bellevue, WA

Previous Registrations

• 2023-11-07 → 2024-01-19
  Advisor Share Wealth Management, Llc
  Vancouver, WA
  Colorado Springs, CO
• 2023-08-03 → 2023-10-25
  First Down Financial
  Oviedo, FL
• 2019-12-20 → 2023-04-17
  Brookstone Capital Management Llc
  Colorado Springs, CO
  Wheaton, IL
  Port Orange, FL
  Colorado Springs, CO
• 2019-06-14 → 2019-10-12
  Specialized Advisors
  Dallas, TX
  Colorado Springs, CO
• 2018-03-08 → 2018-03-22
  Emerson Equity Llc
  Colorado Springs, CO
  San Mateo, CA
• 2016-08-03 → 2017-01-09
  Emerson Equity Llc
  Granby, CO
  San Mateo, CA
  Aliso Viejo, CA
  Winter Park, CO
• 2009-01-12 → 2010-12-17
  Emerson Equity Llc
  Fraser, CO
  San Mateo, CA
  San Mateo, CA
• 2005-10-05 → 2006-11-27
  Usa Financial Securities Llc
  Ada, MI
  Colorado Springs, CO
• 2005-01-26 → 2005-03-17
  Geneos Wealth Management, Inc.
  Colorado Springs, CO
• 2003-02-10 → 2004-12-02
  Valic Financial Advisors, Inc.
  Lakewood, CO

Other Businesses

1) RETIREMENT DESIGN GROUP, INC; INVESTMENT RELATED; 4558 IRON HORSE TRAIL COLORADO SPRINGS, CO, 80917; INSURANCE SALES & MARKETING; OWNER/PRESIDENT; 11/2004; 100HRS/MO DEVOTED; 75HRS/MO DEVOTED DURING TRADING HOURS; INSURANCE SOLUTIONS. 2) OXYGEN TO YOU; NON INVESTMENT RELATED; 79050 US HWY 40, STE 1D WINTER PARK, CO 80482; RENTAL OF OXYGEN CONCENTRATORS FOR ALTITUDE SICKNESS RELIEF; CO-FOUNDER; 06/2016; 4HRS/MO DEVOTED; 1HR/MO DEVOTED DURING SECURITY TRADING HOURS; ANSWER REQUESTS FOR EQUIPMENT RENTAL WHEN OTHER STAFF NOT AVAILABLE. 3) THE BRIDGE, LLC; NOT INVESTMENT RELATED; 4558 IRON HORSE TRL, COLORADO SPRINGS, CO 80917; NON-PROFIT FAITH BASED ORGANIZATION; MEMBER; 6/15/2022; 25HRS/MO; 10HRS/MO DURING SECURITIES TRADING HOURS; 4) COLORADO WEALTH NET; NOT INVESTMENT RELATED; 4558 IRON HORSE TRL, COLORADO SPRINGS, CO 80917; INSURANCE AND ANNUITY SALES; REPRESENTATIVE; 9/15/1994; 15HRS/MO; 15HRS/MO DURING SECURITIES TRADING HOURS; OFFER, SELL, AND SERVICE THE ACCOUNTS IN THE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-02
• S63 Uniform Securities Agent State Law Examination
  2013-10-29
• S66 Uniform Combined State Law Examination
  2003-05-06

Other Names

• Rick Whitford