Advisor at IMA Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IMA Advisory Services, Inc.
Location
Belgrade, MT
Credentials
Series 63, Series 65
Industry experience
2 years
Based on IMA Advisory Services, Inc.
Belgrade, MT
Colorado · Montana
IMA Advisory Services
2025 - Present (1 year)
Syntrinsic LLC
2023 - Present (3 years)
GigWorx
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Andrea Anderson Wass
2022 - 2023 (1 year)
Gregory Castronovo
2020 - 2022 (2 years)
Northwestern Mutual Investment Services, LLC
2019 - 2023 (4 years)
Gregory Castronovo
2019 - 2020 (1 year)
Walmart Pharmacy
2016 - 2019 (3 years)
Unemployed
2016 - 2016 (1 year)
Lower Valley Haying
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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