Kelton Merrill Burgess

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

• 03/2023 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/2013 → Present
  Law Offices Of Kelton M. Burgess, Llc
  Pittsburgh, PA
• 04/2020 → Present
  Kmb Financial Dba Cranberry Wealth
  Cranberry Twp, PA

Other Businesses

1) KMB Financial DBA Cranberry Wealth; Yes Investment Related; 20206 Route 19 Suite 300 Cranberry TWP, PA 16066; Financial Services & Investment Advice, Fixed Index & Life Insurance Sales; Owner/Insurance Producer; April 2020; 150 Hours/Mo Devoted; 20 Hours/Mo Devoted During Securities Trading Hours; Daily Management, Operations, and Services. 2) Law Offices of Kelton M. Burgess, LLC; Not Investment Related; 1300 5th Ave, Suite 201 Pittsburgh, PA 15219; Legal Services; Attorney at Law and Owner/Principal; January 2013; 120 Hours/Mo Devoted; 40 Hours/Mo Devoted; Legal Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-02

Other Names

• William Kelton Merrill Ii