Ima Advisory Services, Inc.
Ima Advisory Services, Inc. (CRD# 112091) is a financial advisory firm headquartered in Wichita, KS. They manage $911,558,004 in 970 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management912MILLION
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Total Number of Accounts970ACCOUNTS
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Average Account Value$939,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, IL, KS, MO, NC, OK, TX
John Alvarez (CRD# 7097317) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Dallas, TX and has over 5 years of experience in the finance industry.
Nancy Bowes (CRD# 1476492) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Wichita, KS and has over 15 years of experience in the finance industry.
Heather Haines (CRD# 2516063) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Wichita, KS and has over 25 years of experience in the finance industry.
Brian Heinke (CRD# 2884109) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Denver, CO and has over 26 years of experience in the finance industry.
Zachariah Hildebrand (CRD# 6354964) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Denver, CO and has over 9 years of experience in the finance industry.
Richard Holt (CRD# 2778485) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Wichita, KS and has over 27 years of experience in the finance industry.
Samantha Jenkins (CRD# 3113351) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Denver, CO and has over 21 years of experience in the finance industry.
Justin Kittle (CRD# 6014402) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Wichita, KS and has over 12 years of experience in the finance industry.
Susan Pool (CRD# 3178683) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Wichita, KS and has over 25 years of experience in the finance industry.
Rhonda Randell (CRD# 2480060) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Denver, CO and has over 19 years of experience in the finance industry.