Michael Francis Baumann

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

• 02/2010 → 03/2024
  Honor Investment Group, Llc
  Melbourne, FL
• 10/1987 → Present
  Honor Financial Group, Inc.
  Melbourne, FL
• 11/2010 → 08/2022
  Honor Tax Group Llc
  Melbourne, FL
• 11/2004 → 09/2019
  Creative Realty Solutions
  Indian Harbour Beach, FL
• 02/2010 → Present
  Honor Insurance Group Llc
  Melbourne, FL
• 10/2016 → 09/2020
  Coast 2 Coast Re, Llc
  Melbourne, FL
• 05/2023 → Present
  Usa Wealth Group Llc
  Melbourne, FL
• 05/2023 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2010-08-20 → 2024-03-26
  Honor Investment Group, Llc
  Melbourne, FL
• 2009-04-20 → 2010-11-19
  Brookstone Capital Management Llc
  Indian Harbour Beach, FL
  Wheaton, IL

Other Businesses

1) Honor Financial Group, Inc; Not Investment Related; 2351 W. Eau Gallie Blvd, Suite 1 Melbourne, FL 32935; Director; 10/1987; 0hrs/Mo; 0hrs/Mo Devoted during Security Trading Hours; Holding Company. 2) Honor Insurance Group LLC; Yes Investment Related; 2351 W. Eau Gallie Blvd, Suite 1 Melbourne, FL 32935; Insurance Agent; 02/2010; 120hrs/Mo Devoted; 84hrs/Mo Devoted during Security Trading Hours; Sales of various insurance products. 3) USA Wealth Group; Not Investment Related; 2351 W. Eau Gallie Blvd, Suite 1 Melbourne, FL 32935; Owner/Member; 05/2023; 0 hrs/Mo Devoted; 0 hrs/Mo Devoted during Security Trading Hours; Established for payment disbursement. 4) Condo Board; Not Investment Related; Brevard County, FL; Serve on Condo Board of Directors; Board Member; 3/1/2020; 1hr/Mo; 0hrs/Mo during Securities Trading Hours; Meet 4 times per year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-16
• S63 Uniform Securities Agent State Law Examination
  1986-08-20

Other Names

• Mike Baumann