Unclaimed Profile

Steve Foster Haug

IMS CAPITAL MANAGEMENT INC.·PORTLAND, Oregon

Series 7, Series 63, Series 6526 years registeredIMS CAPITAL MANAGEMENT INC.

8995 S.E. OTTY ROAD, PORTLAND, OR 97086CRD# 2624111Firm CRD# 105939

Profile Verification

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

Identity

Steve Foster Haug · PORTLAND, OR

Registration

CRD #2624111 · IMS CAPITAL MANAGEMENT INC. · 26 years registered

Brand Profile

Not yet started

Career History

PINNACLE WEALTH ADVISORS

Mar 2026 – present

IMS CAPITAL MANAGEMENT

Dec 2003 – present

METROPOLITAN FINANCIAL SERVICES, INC.

Nov 1999 – Dec 2003

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 19, 1999

Years registered · 26

Disclosure History

2004Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IMS CAPITAL MANAGEMENT INC.

CRD 105939 · SEC 801-33939

AUM

$392M

Regulatory assets under management

Employees

570 client accounts

Services offered by IMS CAPITAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IMS CAPITAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Steve Foster Haug offer?

Steve Foster Haug specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Steve Foster Haug's credentials?

Steve Foster Haug is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Foster Haug located?

Steve Foster Haug is based in PORTLAND, Oregon, working with IMS CAPITAL MANAGEMENT INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Steve Foster Haug charge for services?

Steve Foster Haug's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMS CAPITAL MANAGEMENT INC.?

IMS CAPITAL MANAGEMENT INC. has approximately 8 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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