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Bradley Ross Sims

IMA Advisory Services, Inc.

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About Bradley Ross Sims

Bradley Sims is a registered investment advisor representative with IMA Advisory Services, Inc.. Bradley has over 15 years of experience in the financial services industry. Bradley has worked with firms like TRANSAMERICA INVESTORS SECURITIES CORPORATION, ARKADIOS CAPITAL, and TRIAD ADVISORS, INC. Bradley holds the Series 6, Series 63, and Series 65 licenses and has been active in the industry since 2006. Bradley specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Bradley Sims is currently registered with IMA Advisory Services, Inc.. IMA Advisory Services, Inc., a Colorado-based Corporation, was formed on June 23, 2000. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals to clients such as individuals, corporations, charitable organizations, pension plans, and insurance companies. IMA Advisory Services, Inc. manages over $2.65 billion in assets. The firm's focus on wealth management and retirement planning makes it a valuable resource for clients seeking to secure their financial future.
IMA Advisory Services, Inc.

7150 17TH STREET

DENVER, CO 80202

$2.66B

Assets Under Management

155

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Sims’s Registration & Firm History

CO

06/10/2024 - Present

IMA Advisory Services, Inc. (DENVER CO)

NY

03/24/2020 - 05/21/2024

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

GA

03/08/2017 - 09/29/2017

ARKADIOS CAPITAL (Atlanta GA)

GA

05/30/2012 - 03/09/2017

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

02/14/2012 - 03/16/2012

ING FINANCIAL PARTNERS, INC. (ATLANTA GA)

GA

05/09/2006 - 03/16/2012

ING FINANCIAL ADVISERS, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 11/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Ross Sims.
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