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Shayna Leanne Fossum

Investment Adviser Representative at Impact Partnership Wealth, LLC

Forsyth, GACRD #6939671Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

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

Shayna Leanne Fossum is an investment adviser representative in Forsyth, GA, currently registered with Innovation Partners LLC and Impact Partnership Wealth, LLC. They have worked in the securities industry since 2018 and have been registered with 4 firms, including IP Financial Advisory Services LLC and Madison Avenue Securities, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas
Broker:
3 states and territories

Florida, Georgia, Texas

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/20/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/22/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Impact Partnership Wealth, LLCCurrent
4/12/2024 – Forsyth, GA
Innovation Partners LLCCurrent
1/5/2024 – Forsyth, GA
IP Financial Advisory Services LLC
1/5/2024 – 5/20/2024Forsyth, GA
Madison Avenue Securities, LLC
12/21/2018 – 12/15/2023Macon, GA

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. Specialty Concrete Solutions, Inc.
    Sep 2007 – no end date reportedForsyth, GA
  2. Security First Asset Management
    Apr 2018 – Dec 2023Dublin, OH
  3. Madison Avenue Securities, LLC
    Apr 2018 – Dec 2023San Diego, CA
  4. Innovation Partners LLC
    Jan 2024 – no end date reportedCharlotte, NC
  5. IP Financial Advisory Services LLC
    Jan 2024 – Apr 2024Charlotte, NC
  6. Impact Partnership Wealth, LLC
    Apr 2024 – no end date reportedMarietta, GA
  7. S.E.L.F. Wealth
    Dec 2023 – no end date reportedForsyth, GA

Official records & sources

Data as of August 9, 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. Shayna Leanne Fossum 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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Shayna Leanne Fossum (Impact Partnership Wealth)