TrueAdvisor
TrueAdvisor
HH
HH

Heather Marie Haines

Ima Advisory Services, INC.
27 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Ima Advisory Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K

Location

430 E Douglas Ave, Suite 400, Wichita, KS, 67202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ima Advisory Services, INC.
February 2014 - Present · 12 yrs
Previous Registrations
Ima WealthBroker
June 2012 - December 2023 · 11 yrs 6 mos
Truenorth, INC.
June 2012 - March 2014 · 1 yr 9 mos
Financial Telesis INCBroker
October 2010 - June 2012 · 1 yr 8 mos
Financial Telesis, INC.
October 2010 - June 2012 · 1 yr 8 mos
Princor Financial Services Corporation
January 2006 - October 2010 · 4 yrs 9 mos
Princor Financial Services CorporationBroker
August 1998 - October 2010 · 12 yrs 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.