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Managing Member, Partner, Financial Planner · Impactfolio LLC

Rebecca L Kennedy

CRD 4649326 · Named on Form ADV at one SEC-registered adviser

At a glance

Impactfolio LLC, an SEC-registered wealth manager based in Denver, CO with $289 million in regulatory assets, lists Rebecca L Kennedy on its Form ADV as Managing Member, Partner, Financial Planner, a control person.

Firms and roles

  • Impactfolio LLCManaging Member, Partner, Financial PlannerWealth manager · Denver, CO · $289M in regulatory assets

AtlasMembers

Rebecca’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rebecca’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.