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Randy Bruce Kohrs

Impact Partnership Wealth, LLC

Marietta, GA

CRD 6705238

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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:

Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-03
  • GA RA
    APPROVED
    Since 2022-10-03

Branch Locations

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
The Impact Partnership Marietta GA 10/2014 Present
Impact Partnership Wealth, Llc Marietta GA 06/2022 Present
Retirement Wealth Advisors, Llc Kennesaw GA 10/2016 12/2020
  • 10/2014 → Present
    The Impact Partnership
    Marietta, GA
  • 06/2022 → Present
    Marietta, GA
  • 10/2016 → 12/2020
    Retirement Wealth Advisors, Llc
    Kennesaw, GA
Previous Registrations
Other Businesses

The IMPACT Partnership, Investment-Related, 1688 White Circle NW Marietta, GA 30066, Financial marketing organization, Media Producer, Start Date: 10/2013, Hours Dedicated: 40 hours per week (40 hours per week during securities hours), Producing and co-hosting radio shows in various markets.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-03
  • S65 Uniform Investment Adviser Law Examination
    2016-10-03
Other Names
  • Randy Cook

View on SEC IAPD

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