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Michael Riedmiller

10 Years of Experience
Lincoln, NE
1 DisclosureSells Insurance

Michael Riedmiller is a registered investment advisor at Impact Partnership Wealth, LLC, based in Lincoln, NE, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.

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Location

233 S. 13th Street, 11 Floor, Lincoln, NE, 68508

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History

Regulatory History (1)
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Regulatory
October 2018
Final
Other Business ActivitiesSells Insurance

Michael owns Riedmiller Wealth Management, an investment advisory DBA, and engages in insurance and annuity sales and education, dedicating about half of his time. He also earns commissions from recommending or selling life insurance and fixed indexed annuities through The Impact Partnership, spending about 10-20% of his time on this activity. Additionally, Michael co-authored two books on general financial education, dedicating minimal time to this endeavor.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Coppell Advisory Solutions LLC
February 2020 - August 2021 · 1 yr 6 mos
Zega Financial, LLC
January 2019 - January 2020 · 1 yr
Retirement Wealth Advisors, INC.
May 2017 - January 2019 · 1 yr 8 mos
Royal Fund Management, LLC
September 2015 - May 2017 · 1 yr 8 mos
State Registrations2 states
NETX
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.