I.m. Financial, LLC

I.m. Financial, LLC (CRD# 135632) is a financial advisory firm headquartered in Greenwood Village, CO. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details

5251 Dtc Parkway, Suite 1045, Greenwood Village, CO 80111

https://www.linkedin.com/in/parkerinabnet

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, LA

Financial Advisors at I.m. Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Robert A. Novak

CRD#: 5257872

5251 Dtc Parkway, Suite 1045, Greenwood Village, CO 80111

Robert Novak (CRD# 5257872) is an Investment Advisor Representative working at I.m. Financial, LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

Samantha L. Stringer

CRD#: 5927934

5251 Dtc Parkway, Suite 1045, Greenwood Village, CO 80111

Samantha Stringer (CRD# 5927934) is an Investment Advisor Representative working at I.m. Financial, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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