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).
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Total Assets Under Management721MILLION
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Total Number of Accounts404ACCOUNTS
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Average Account Value$1,785,341
- 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, KS, MO, OK, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.