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CFP

Dean Kiser

Impact Partnership Wealth, LLC
25 Years of Experience
Washington, UT
Sells Insurance
View SEC Summary
View SEC Summary

Dean Kiser is a CFP-designated registered investment advisor at Impact Partnership Wealth, LLC, based in Washington, UT, with 25 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Washington, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dean works as an insurance agent in Utah since 2022, selling various insurance products. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
June 2011 - August 2022 · 11 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
June 2011 - August 2022 · 11 yrs 2 mos
Mwa Financial Services, INC.
April 2010 - May 2010 · 1 mo
Mwa Financial Services INC.Broker
April 2008 - May 2010 · 2 yrs 1 mo
Beneficial Investment Services, INC.Broker
July 2007 - March 2008 · 8 mos
Equity Services, INC.Broker
November 2003 - August 2007 · 3 yrs 9 mos
Proequities, INC.Broker
December 1999 - September 2001 · 1 yr 9 mos
Mony Securities CorporationBroker
November 1997 - December 1999 · 2 yrs 1 mo
State Registrations2 states
NVUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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