This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONCORD WEALTH PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 24, 2007

First registration

Jan 6, 2014

Dual registered

yes, broker-dealer

Other names

MARISSA MCCLEARY KLAERS|MARISSA MCCLEARY PIDDE|MARISSA MCCLEARY KLAERS|MARISSA MCCLEARY POISSANT

IAPD individual key

5293025

• Occurred

  May 20, 2022
  Advisor changed firm

  Marissa Mccleary Klaers left Personal Wealth Partners Llc for Concord Wealth Partners (registered 2022-11-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a3911bf-507c-fd68-2853-41ab9fbd3c04

First observed

Jan 6, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.