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Scott Gaylen Ballinger

Impact Partnership Wealth, LLC

Lincoln, NE

Marietta, GA

CRD 7777360

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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
NE RA APPROVED 2026-08-10
  • NE RA
    APPROVED
    Since 2026-08-10

Branch Locations

6120 Havelock Ave, Lincoln, NE 68507 • 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
American Senior Benefits Lincoln NE 05/2019 03/2026
Nebraska Wesleyan University Lincoln NE 01/2014 05/2019
Gradient Advisors Llc Arden Hills MN 06/2023 03/2026
Impact Partnership Wealth, Llc Marietta GA 07/2026 Present
Warner Financial Lincoln NE 03/2026 Present
  • 05/2019 → 03/2026
    American Senior Benefits
    Lincoln, NE
  • 01/2014 → 05/2019
    Nebraska Wesleyan University
    Lincoln, NE
  • 06/2023 → 03/2026
    Arden Hills, MN
  • 07/2026 → Present
    Marietta, GA
  • 03/2026 → Present
    Warner Financial
    Lincoln, NE
Previous Registrations
Other Businesses

Ballingsure; Not Investment Related; 10440 N 152nd Ct Waverly, NE 68462; Health and Life Insurance and Annuities; Insurance Agent; 10/2019; Approx. 80hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Provide health, life and annuity solutions for clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18

View on SEC IAPD

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