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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K/W Retirement Planning D.B.A. The Millennial Group | Akron | OH | 01/1998 | 03/2017 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Impel Wealth Management | Cumahoca Falls | OH | 03/2017 | Present |
| Impel Holdings, Llc | Cuyahoga Falls | OH | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.FIXED INSURANCE AGENT 2.QUALIFIED KINGDOM ADVISORS, ATALNTA GA, MEMBER, GETS REFERALS FROM THE ORGINIZATION AND ATTEND OCASIONAL MEETINGS, START 01/04, 0-1HR/WK 3. SEDONA SON RISE PROPERTIES, LLC INVESTMENT RELATED: NO SAME AS RESIDENTIAL LOCATION, REAL ESTATE HOLDING COMPANY STARTED: 11/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 OWNER/SOLE PARTNER DUTIES: MANAGER OF PROPERTY 4.IMPEL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: 2004 4TH ST. CUMAHOCA FALLS, OH 44221 FINANCIAL PLANNING/WEALTH MANAGEMENT DBA STARTED: 1/2017 APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 PRESIDENT,MANAGE INVESTMENT COMMITTEE, OVERSEE MARKETING 5. AKRON COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; 345 W. CEDAR ST. AKRON, OH 44307; BOARD MEMBER; STARTED: 7/14/26; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF TRADING HOURS PER WEEK: 0; OVER SEE BOARD POLICY, DIST OF GRANTS. SERVING FINANCE COMMITTEE & COMM RELATIONS. DOSE NOT MANGE INVESTMENTS DIRECTLY. 6. AKRON CHILDRENS HOSPITAL FOUNDATION; INVESTMENT RELATED: NO; ONE PERKINS SQUARE, AKRON, OH 44308; NON PROFIT / HOSPITAL FOUNDATION; STARTED: 03/2018; ADVISORY COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; GIVE INPUT/ADVICE ON MARKETING AND COMMUNITY ENGAGEMENT, ATTEND QUARTERLY MEETINGS, REVIEW FOUNDATIONS GOALS AND INITIATIVES; 7. AKRON SOAP BOX DERBY; INVESTMENT RELATED: NO; 789 DERBY DOWNS DRIVE, AKRON, OH 44306; NON PROFIT; STARTED: 06/2018; TITLE: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; REVIEW P & L'S, CAPITAL PLANS, PREPARE BUDGETS; 8. UNITED WAY SUMMIT - MEDINA; INVESTMENT RELATED: NO; 37 N. HIGH ST, AKRON, OH, 44308; NON-PROFIT; STARTED: 03/2019; TITLE: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; SERVE ON THE DIVERSITY COMMITTEE, COMMUNITY IMPACT COMMITTEE, & ASSISTS WITH BUDGETS & STRATEGY (NO CONTROL OVER BUDGET OR BANK ACCOUNTS); 9. IMPEL HOLDINGS, LLC; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; HOLDING LLC; STARTED: 09/2022; OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: OWNERSHIP AND TAX MANAGEMENT OF IMPEL WEALTH MANAGEMENT, LLC; 10. SOLLA SOLLEW DESTINATIONS, LLC; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; RENTAL PROPERTY; STARTED: 10/2022; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: >1; APX NUMBER OF HOURS DURING TRADING HOURS: >1; DUTIES: REAL ESTATE INVESTOR - CREATE RENTAL INCOME BY WORKING WITH A PROPERTY MANAGEMENT COMPANY; 11. DIVERSITAS; INVESTMENT RELATED: NO; 259 S BROADWAY ST, AKRON, OH 44325; NATURE OF BUSINESS: BOARD; START DATE: 1/2021, BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; DUTIES: ATTEND BOARD MEETINGS; 12. POPENOMICS; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; AUTHORED AND PUBLISHED BOOK; STARTED: 02/2025; AUTHOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: AUTHORED, PUBLISHED AND SELLING A BOOK; 13. SPUR CIRCLE PUBLISHING, INVESTMENT RELATED: NO, SAME AS RESIDENTIAL LOCATION, BOOK SALES, STARTED: 04/2021, AUTHOR AND PUBLISHER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BOOK PUBLISHING AND SALES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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