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Michael Francis Baumann

Impact Partnership Wealth, LLC

Melbourne, FL

Marietta, GA

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Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-10
  • FL RA
    APPROVED
    Since 2023-07-10

Branch Locations

2351 W Eau Gallie Blvd Ste 1, Melbourne, FL 32935 • United States

1688 White Circle Nw, Marietta, GA 30066 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Honor Investment Group, Llc Melbourne FL 02/2010 03/2024
Honor Financial Group, Inc. Melbourne FL 10/1987 Present
Honor Tax Group Llc Melbourne FL 11/2010 08/2022
Creative Realty Solutions Indian Harbour Beach FL 11/2004 09/2019
Honor Insurance Group Llc Melbourne FL 02/2010 Present
Coast 2 Coast Re, Llc Melbourne FL 10/2016 09/2020
Usa Wealth Group Llc Melbourne FL 05/2023 Present
Impact Partnership Wealth, Llc Marietta GA 05/2023 Present
  • 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
    Marietta, GA
Previous Registrations
  • 2010-08-20 → 2024-03-26
    Honor Investment Group, Llc
    Melbourne, FL
  • 2009-04-20 → 2010-11-19
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-16
S63 Uniform Securities Agent State Law Examination 1986-08-20
  • S65 Uniform Investment Adviser Law Examination
    2008-05-16
  • S63 Uniform Securities Agent State Law Examination
    1986-08-20
Other Names
  • Mike Baumann

View on SEC IAPD

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