Michael Baumann (CRD# 1518081) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Melbourne, FL and has over 37 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Wealth Group LLC | Melbourne, FL | May 2023 - Current | < 1 |
| Impact Partnership Wealth, LLC | Marietta, GA | May 2023 - Current | < 1 |
| Honor Insurance Group LLC | Melbourne, FL | Feb 2010 - Current | 14 |
| Honor Financial Group, Inc. | Melbourne, FL | Oct 1987 - Current | 36 |
| Honor Investment Group, LLC | Melbourne, FL | Feb 2010 - Mar 2024 | 14 |
| Honor Tax Group LLC | Melbourne, FL | Nov 2010 - Aug 2022 | 11 |
| Coast 2 Coast Re, LLC | Melbourne, FL | Oct 2016 - Sep 2020 | 3 |
| Creative Realty Solutions | Indian Harbour Beach, FL | Nov 2004 - Sep 2019 | 14 |
| Berthel Fisher & Company Financial Services, Inc. | Melbourne, FL | Feb 2015 - Apr 2015 | < 1 |
| Bfc Planning, Inc. | Melbourne, FL | Feb 2015 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management752MILLIONS
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Total Number of Accounts7,527ACCOUNTS
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Average Account Value$99,857
- A percentage of assets under your management
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- Educational seminars/workshops
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