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Halie Kathleen Smith

IMA WEALTH, INC.·WICHITA, Kansas
Unclaimed Profile
8200 E 32ND STREET NORTH, WICHITA, KS 67226CRD# 4676985Firm CRD# 112091
01

About

Halie Kathleen Smith is a registered financial advisor based in WICHITA, Kansas, affiliated with IMA WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
IMA ADVISORY SERVICES, INC.
IMA ADVISORY SERVICES, INC.
AUM
$912M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at IMA ADVISORY SERVICES, INC. →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4676985
Firm CRD# 112091
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Halie Kathleen Smith offer?
Halie Kathleen Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Halie Kathleen Smith's credentials?
Halie Kathleen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Halie Kathleen Smith located?
Halie Kathleen Smith is based in WICHITA, Kansas, working with IMA WEALTH, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Halie Kathleen Smith charge for services?
Halie Kathleen Smith'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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Other advisors in WICHITA
Susan Louise Pool — IMA WEALTH, INC.John Carter Shawver — TENZIO PARTNERS, LLCDaniel Joseph Mihelic — TENZIO PARTNERS, LLCBlake Prentiss Allen — PINION INVESTMENT ADVISORS, LLCChristine Mies — TRUENORTH, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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