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Ronald Dale Ray

Investment Adviser Representative at Impact Partnership Wealth, LLC

New Braunfels, TXCRD #6697600Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ronald Dale Ray is an investment adviser representative with Impact Partnership Wealth, LLC in New Braunfels, TX, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Innovative Wealth Management and Retirement Wealth Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Impact Partnership Wealth, LLCCurrent
11/14/2025 – New Braunfels, TX
Innovative Wealth Management
7/20/2021 – 11/26/2025New Braunfels, TX
Retirement Wealth Advisors, LLC
8/17/2016 – 8/30/2021San Antonio, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Turning 65 Solutions Tax and Insurance, LLC
    Jan 2009 – no end date reportedNew Braunfels, TX
  2. Retirement Wealth Advisors
    Aug 2016 – Aug 2021New Braunfels, TX
  3. R&R Wealth Management, LLC
    Aug 2016 – Mar 2019New Braunfels, TX
  4. American Retirement Institute
    Apr 2019 – Aug 2021Kennesaw, GA
  5. IWM Advisory, LLC
    Jun 2021 – Nov 2025New Braunfels, TX
  6. Comal County Constable Pct. 1
    Jun 2010 – Dec 2020New Braunfels, TX
  7. Homestead Family Wealth
    Aug 2016 – no end date reportedNew Braunfels, TX
  8. Impact Partnership Wealth, LLC
    Nov 2025 – no end date reportedMarietta, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Impact Partnership Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
91
Offices listed on AdvisorFinder:
24
Main office:
Marietta, GA
SEC file number:
801-121239

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronald Dale Ray has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ronald Dale Ray (Impact Partnership Wealth) | AdvisorFinder