Unclaimed Profile

Curtis Weston Cooper

IMA WEALTH, INC.·WICHITA, Kansas

SIE, Series 7, Series 8, Series 24, Series 63, Series 65Clean record20 years registeredIMA WEALTH, INC.

8200 E 32ND STREET NORTH, WICHITA, KS 67226CRD# 2183246Firm CRD# 112091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Weston Cooper · WICHITA, KS

Registration

CRD #2183246 · IMA WEALTH, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IMA WEALTH, INC.

IMA WEALTH, INC.

Jul 2015 – Jun 2019

WICHITA, KS

LPL FINANCIAL LLC

Oct 2013 – Jun 2015

WICHITA, KS

J.P. MORGAN SECURITIES LLC

Oct 2008 – May 2012

TROY, MI

CHASE INVESTMENT SERVICES CORP.

Jul 2006 – May 2008

DETROIT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · July 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMA ADVISORY SERVICES, INC.

CRD 112091 · SEC 801-79108

AUM

$912M

Regulatory assets under management

Employees

970 client accounts

Services offered by IMA ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IMA ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Curtis Weston Cooper offer?

Curtis Weston Cooper specializes in Financial Planning, Investment Management, Wealth Management.

What are Curtis Weston Cooper's credentials?

Curtis Weston Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Weston Cooper located?

Curtis Weston Cooper is based in WICHITA, Kansas, last registered with IMA WEALTH, INC..

How does Curtis Weston Cooper charge for services?

Curtis Weston Cooper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMA WEALTH, INC.?

IMA WEALTH, INC. has approximately 20 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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