Imagine Financial Services

Imagine Financial Services (CRD# 310560) is a financial advisory firm headquartered in , . They manage $9,423,547 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/imagine-financial-services/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $204,860
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Imagine Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Marianne Nolte, financial advisor Lake Havasu City AZ
Marianne M. Nolte
CRD#: 6368554
Lake Havasu City, AZ

Marianne Nolte (CRD# 6368554) is an Investment Advisor Representative working at Imagine Financial Services in Lake Havasu City, AZ and has over 8 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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