AS
AS

Aleksander Ryan Searcy

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9200 Main Street, Ste 2A, Woodstock, GA, 30188

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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

Aleksander is a life insurance agent with Leveraged Wealth Management, spending nearly full-time hours prospecting. He also owns and manages a vacation rental property, dedicating minimal time to it.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
August 2017 - June 2020 · 2 yrs 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.