Unclaimed Profile

Michael Shane Gregg

IMA WEALTH, INC.·WICHITA, Kansas

Series 65Clean record2 years registeredIMA WEALTH, INC.

430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 4790581Firm CRD# 112091

Profile Verification

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

Identity

Michael Shane Gregg · WICHITA, KS

Registration

CRD #4790581 · IMA WEALTH, INC. · 2 years registered

Brand Profile

Not yet started

Career History

IMA ADVISORY SERVICES, INC.

May 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 6, 2024

Years registered · 2

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 Michael Shane Gregg offer?

Michael Shane Gregg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.

What are Michael Shane Gregg's credentials?

Michael Shane Gregg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Shane Gregg located?

Michael Shane Gregg is based in WICHITA, Kansas, working with IMA WEALTH, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Michael Shane Gregg charge for services?

Michael Shane Gregg'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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