Unclaimed Profile

Patrick James Krulik

IMA ADVISORY SERVICES, INC.·WICHITA, Kansas

Clean record12 years registeredIMA ADVISORY SERVICES, INC.

430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 6247706Firm CRD# 112091

Profile Verification

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

Identity

Patrick James Krulik · WICHITA, KS

Registration

CRD #6247706 · IMA ADVISORY SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

IMA ADVISORY SERVICES, INC.

Aug 2024 – present

GEOWEALTH MANAGEMENT LLC

Apr 2024 – Jul 2024

Denver, CO

FIRST ASCENT ASSET MANAGEMENT, LLC

Nov 2016 – Mar 2024

DENVER, CO

ENVESTNET | PMC

Oct 2013 – Oct 2016

BERWYN, PA

Registrations & Exams

Registration record

First registered · October 10, 2013

Years registered · 12

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 Patrick James Krulik offer?

Patrick James Krulik specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.

What are Patrick James Krulik's credentials?

Patrick James Krulik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick James Krulik located?

Patrick James Krulik is based in WICHITA, Kansas, working with IMA ADVISORY SERVICES, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Patrick James Krulik charge for services?

Patrick James Krulik'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 ADVISORY SERVICES, INC.?

IMA ADVISORY SERVICES, 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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