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Justin Mark Kittle

IMA Advisory Services, Inc.

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About Justin Mark Kittle

Justin Kittle is an Investment Advisor Representative with IMA Advisory Services, Inc. Justin is also a Registered Representative with the firm. Justin has been in the financial industry since 2012. Justin has Series 7, 7TO, 63, and 66 licenses. Justin holds a Certified Financial Planner and Chartered Financial Analyst designation. Justin has previously worked for Ameritas Investment Corp. and Plains Asset Management, LLC.

Firm Information

Justin Kittle 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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Justin Kittle’s Registration & Firm History

KS

01/06/2020 - Present

IMA Advisory Services, Inc. (Wichita KS)

KS

07/24/2020 - 12/15/2023

IMA WEALTH (WICHITA KS)

KS

03/12/2012 - 12/23/2013

AMERITAS INVESTMENT CORP. (ANDOVER KS)

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Licenses & Designations

BC

Issued 12/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Mark Kittle.
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