# IMPACT RETIREMENT ADVISORS

IMPACT RETIREMENT ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 330475
- Type: SEC-registered investment adviser
- SEC file number: 801-130284
- Phone: 507-581-6131
- Latest filing: 2026-03-30
- Regulatory AUM: $827.7M
- Discretionary AUM: $827.7M
- Clients: 4
- Accounts: 196

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Melissa Christopher | CHIEF COMPLIANCE OFFICER | — |
| Todd Anthony Mathison | FOUNDER AND CEO | — |
| CHRISTOPHER KELLY MELISSA | CHIEF COMPLIANCE OFFICER | — |
| MATHISON TODD ANTHONY | FOUNDER AND CEO; FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330475/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330475/similar
- Related entities: https://search.stillhousedata.com/firm/330475/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330475

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.