Ronald Dale Ray

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

• 01/2009 → Present
  Turning 65 Solutions Tax And Insurance, Llc
  New Braunfels, TX
• 08/2016 → 08/2021
  Retirement Wealth Advisors
  New Braunfels, TX
• 08/2016 → 03/2019
  R&R Wealth Management, Llc
  New Braunfels, TX
• 04/2019 → 08/2021
  American Retirement Institute
  Kennesaw, GA
• 06/2021 → 11/2025
  Iwm Advisory, Llc
  New Braunfels, TX
• 06/2010 → 12/2020
  Comal County Constable Pct. 1
  New Braunfels, TX
• 08/2016 → Present
  Homestead Family Wealth
  New Braunfels, TX
• 11/2025 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2021-07-20 → 2025-11-26
  Innovative Wealth Management
  Trumbull, CT
  New Braunfels, TX
• 2016-08-17 → 2021-08-30
  Brookstone Wealth Advisors, Llc
  New Braunfels, TX
  San Antonio, TX
  San Antonio, TX
  Round Rock, TX
  New Braunfels, TX
  Austin, TX
  San Antonio, TX

Other Businesses

1. Turning 65 Solutions Tax and Insurance LLC; Not Investment Related; 1619 E Common St., Ste 701, New Braunfels, TX 78130; Health Insurance, Fixed Life and Annuity Sales; Owner; 01/2009; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Administrative duties, Marketing, Management of personnel, Health insurance, Fixed life and annuity sales. 2. Downtown Rotary Club of New Braunfels; Not Investment Related; 1619 E Common St., Ste 701, New Braunfels, TX 78130; Non-Profit Service; Donations Committee Chair, International Chair; 6/2014; Approx. 4hrs/Mo; Approx. 4hrs/Mo during Securities Trading Hours; Oversee Grant Applications and Awards. 3. Valhallan Esport Training; Not Investment Related; 1705 S Walnut Ave, Ste 103, New Braunfels, TX 78130; Youth Esports Training; Owner/Operator; 10/31/2023; Approx. 80hrs/M0; Approx. 80hrs/Mo during Securities Training Hours; Admin, Management of employees, Marketing, Training. 4. Homestead Benefits Group; Not Investment Related; 1619 E Common St., Suite 702, New Braunfels, TX 78130; Sell group health and life benefits to businesses; Owner; 7/1/2026; 40hrs/Mo; 30hrs/Mo during Securities Trading Hours; I am the owner, directing the operations of the sales and service agents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-05

Other Names

• Ron Ray
• Ronny Ray