Best Investors Account Sign in
Inactive

Zack Courson Troyer

Impact Partnership Wealth, LLC

Fort Wayne, IN

Marietta, GA

CRD 7731308

Claim This Profile
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
IN RA APPROVED 2026-02-09
  • IN RA
    APPROVED
    Since 2026-02-09

Branch Locations

9921 Dupont Cir Dr W Ste 100, Fort Wayne, IN 46825 • United States

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
Impact Partnership Wealth, Llc Marietta GA 02/2026 Present
Troyer Retirement Fort Wayne IN 05/2024 Present
Indiana Wesleyan University Marion IN 09/2021 04/2024
High School Fort Wayne IN 08/2017 06/2021
Middle School Fort Wayne IN 08/2014 06/2017
  • 02/2026 → Present
    Marietta, GA
  • 05/2024 → Present
    Troyer Retirement
    Fort Wayne, IN
  • 09/2021 → 04/2024
    Indiana Wesleyan University
    Marion, IN
  • 08/2017 → 06/2021
    High School
    Fort Wayne, IN
  • 08/2014 → 06/2017
    Middle School
    Fort Wayne, IN
Other Businesses

Troyer Retirement; Yes Investment Related; 9921 Dupont Cir Dr W, Ste 100, Fort Wayne, IN 46825; Life Insurance and Annuity Sales; Financial Professional; 5/2024; Approx. 120hrs/Mo; Approx. 90hrs/Mo during Securities Trading Hours; Meet with prospects who are looking to purchase an annuity or life insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-12-06

View on SEC IAPD

More in Fort Wayne, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor