Unclaimed Profile

Susan Louise Pool

IMA WEALTH, INC.·WICHITA, Kansas

SIE, Series 6, Series 7, Series 26, Series 63, Series 65, Series 99TOCFPClean record26 years registeredIMA WEALTH, INC.

430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 3178683Firm CRD# 112091

Profile Verification

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

Identity

Susan Louise Pool · WICHITA, KS

Registration

CRD #3178683 · IMA WEALTH, INC. · 26 years registered

Brand Profile

Not yet started

Career History

IMA ADVISORY SERVICES, INC.

Feb 2014 – present

TRUENORTH, INC.

Oct 1999 – Mar 2014

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · October 6, 1999

Years registered · 26

Professional designation · CFP

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 Susan Louise Pool offer?

Susan Louise Pool specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.

What are Susan Louise Pool's credentials?

Susan Louise Pool holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Susan Louise Pool located?

Susan Louise Pool is based in WICHITA, Kansas, working with IMA WEALTH, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Susan Louise Pool charge for services?

Susan Louise Pool'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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