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IMPACT RETIREMENT ADVISORS, LLC, CRD 330475
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TODD ANTHONY MATHISON | Certified Financial Planner | SAVAGE, MN | 2 | 15 | 3 | no |
| Isaac Robert King Coutier | n/a | SAVAGE, MN | San Diego, CA | 2 | 16 | 1 | no |
| Joshua Timmerman | n/a | SAVAGE, MN | Robbinsdale, MN | 1 | 11 | n/a | no |
| Gavin James Brown | Certified Financial Planner | SAVAGE, MN | Hugo, MN | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MATHISON, TODD, ANTHONY | FOUNDER AND CEO | E | yes | 02/2024 | Apr 15, 2024 | Sep 13, 2024 |
| CHRISTOPHER, KELLY, MELISSA | CHIEF COMPLIANCE OFFICER | Na | no | 06/2024 | Sep 13, 2024 | Sep 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $828M | $828M | 4 | 4 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $704M | $704M | 2 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $828M | $704M | 17.6% | n/a | n/a | 4 | 2 | 0 | 0 |