Mark Duane Troyer

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

• 01/2009 → Present
  Troyer Retirement (Fka Blackstone Financial Firm)
  Fort Wayne, IN
• 01/2017 → 11/2017
  Foundations Investment Advisors, Llc
  Scottsdale, AZ
• 11/2019 → 08/2020
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 09/2020 → 07/2022
  Foundations Investment Advisors Llc
  Scottsdale, AZ
• 07/2022 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 10/2025 → Present
  Troyer Tax
  Fort Wayne, IN

Previous Registrations

• 2025-01-02 → 2025-01-03
  Prostatis Financial Advisors Group
  Fort Wayne, IN
• 2020-09-23 → 2022-07-15
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Fort Wayne, IN
• 2020-02-05 → 2020-08-30
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
  Fort Wayne, IN
• 2017-01-09 → 2017-11-13
  Foundations Investment Advisors Llc
  Fort Wayne, IN
  Phoenix, AZ

Other Businesses

1. Troyer Retirement (fka Blackstone Financial Firm); Yes Investment related; 9921 Dupont Circle Drive West, Suite 100 Fort Wayne, IN 46825; Offers Fixed Annuities and Fixed Life Insurance; President and Agent; since 2009; works at least 80 hours per month during market hours. 2. TB35, LLC; Not Investment Related; Huntertown, IN; Real Estate Rentals; Owner; 1/2017; Approx. 2hrs/Mo Outside Trading Hours; Real Estate Holding Company for Office Condos. 3. TK Capital; Non Investment Related; Huntertown, IN; Land Purchase; Owner; 10/27/2023; 3hrs/Mo Devoted; 0hrs/Mo Devoted during Securities Trading Hours. Provide money to buy land which we divide and resell. 4. Pitfalls and Pitstops; Not Investment Related; Huntertown, IN; Educational book publishing; Author; 6/27/2024; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 5. Troyer Tax; Not Investment Related; 9921 Dupont Circle Drive W Ste 100 Fort Wayne, IN 46825; Marketing Deferred Tax Solutions DTS via Dan Blair/Horizon's pre-authorized marketing; Founder; 10/15/2025; Approx. 8hrs/Mo; Approx. 6hrs/Mo during Securities Trading Hours; Figuring out where to send marketing. Receiving phone calls or emails. Hosting prospect to client calls, zoom, and in person meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-05
• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Other Names

• Squib Troyer