Ima Wealth

Ima Wealth (CRD# 112091) is a financial advisory firm headquartered in Wichita, KS. They manage $721,277,792 in 404 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $1,785,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, KS, MO, OK, TX

Financial Advisors at Ima Wealth
Showing 1 - 10 of 34 top financial advisors.
1
John D. Alvarez
CRD#: 7097317
14221 Dallas Parkway, Suite 700, Dallas, TX 75254

John Alvarez (CRD# 7097317) is an Investment Advisor Representative working at Ima Wealth in Dallas, TX and has over 4 years of experience in the finance industry.

2
Nancy P. Bowes
CRD#: 1476492
430 E Douglas Ave, Suite 400, Wichita, KS 67202

Nancy Bowes (CRD# 1476492) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 15 years of experience in the finance industry.

3
Heather M. Haines
CRD#: 2516063
430 E Douglas Ave, Suite 400, Wichita, KS 67202

Heather Haines (CRD# 2516063) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 25 years of experience in the finance industry.

4
Brian D. Heinke
CRD#: 2884109
1705 17th Street, Suite 100, Denver, CO 80202

Brian Heinke (CRD# 2884109) is an Investment Advisor Representative working at Ima Wealth in Denver, CO and has over 26 years of experience in the finance industry.

5
Zachariah K. Hildebrand
CRD#: 6354964
1705 17th Street, Suite 100, Denver, CO 80202

Zachariah Hildebrand (CRD# 6354964) is an Investment Advisor Representative working at Ima Wealth in Denver, CO and has over 9 years of experience in the finance industry. Zachariah Hildebrand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard W. Holt
CRD#: 2778485
430 E Douglas Ave, Suite 400, Wichita, KS 67202

Richard Holt (CRD# 2778485) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 27 years of experience in the finance industry.

7
Samantha K. Jenkins
CRD#: 3113351
1705 17th Street, Suite 100, Denver, CO 80202

Samantha Jenkins (CRD# 3113351) is an Investment Advisor Representative working at Ima Wealth in Denver, CO and has over 21 years of experience in the finance industry. Samantha Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Justin M. Kittle
CRD#: 6014402
430 E Douglas Ave, Suite 400, Wichita, KS 67202

Justin Kittle (CRD# 6014402) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 11 years of experience in the finance industry. Justin Kittle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Susan L. Pool
CRD#: 3178683
430 E Douglas Ave, Suite 400, Wichita, KS 67202

Susan Pool (CRD# 3178683) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 25 years of experience in the finance industry. Susan Pool has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Rhonda M. Randell
CRD#: 2480060
1705 17th Street, Suite 100, Denver, CO 80202

Rhonda Randell (CRD# 2480060) is an Investment Advisor Representative working at Ima Wealth in Denver, CO and has over 19 years of experience in the finance industry.

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