Unclaimed Profile

David Leverne Strohm

TRUENORTH, INC.·WICHITA, Kansas

SIE, Series 7, Series 24, Series 26, Series 27, Series 53, Series 63, Series 65Clean record26 years registeredTRUENORTH, INC.

8200 E 32ND STREET NORTH, WICHITA, KS 67226CRD# 1834335Firm CRD# 112091

Profile Verification

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

Identity

David Leverne Strohm · WICHITA, KS

Registration

CRD #1834335 · TRUENORTH, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUENORTH, INC.

TRUENORTH, INC.

Feb 2014 – Feb 2017

WICHITA, KS

TRUENORTH, INC.

Aug 1999 – Mar 2014

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 26

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · August 16, 1999

Years registered · 26

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 David Leverne Strohm offer?

David Leverne Strohm specializes in Financial Planning, Investment Management, Wealth Management.

What are David Leverne Strohm's credentials?

David Leverne Strohm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Leverne Strohm located?

David Leverne Strohm is based in WICHITA, Kansas, last registered with TRUENORTH, INC..

How does David Leverne Strohm charge for services?

David Leverne Strohm'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 TRUENORTH, INC.?

TRUENORTH, 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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