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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-31 |
Branch Locations
425 N New Ballas Rd Ste 111, Saint Louis, MO 63141 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 08/2023 | Present |
| Ricken Financial Llc | St Louis | MO | 01/2014 | Present |
1) Ricken Financial; Yes Investment Related; 425 N New Ballas Rd, Suite 111 St Louis, MO 63141; Retirement Planning, Life Insurance & Annuity Sales, Tax Preparation and planning; President; August 2011; 100hrs/Mo Devoted; 80hrs/Mo Devoted during Security Trading Hours. I manage our team for income tax season, including seasonal tax preparers. I prepare tax returns myself and do forward tax planning for clients. I assist in consulting clients on their insurance/annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
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