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Lynsey Goldstein

IMA Advisory Services, Inc.

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About Lynsey Goldstein

Lynsey Goldstein is an Investment Advisor Representative at IMA Advisory Services, Inc. located in Denver, Colorado. Lynsey Goldstein holds the Series 6 and Series 65 securities licenses. Lynsey Goldstein has been in the financial services industry for over 5 years and is registered with the state of Colorado. Prior to joining IMA Advisory Services, Inc., Lynsey Goldstein worked at Broadridge Business Process Outsourcing, LLC. Lynsey Goldstein specializes in working with individuals, corporations and charitable organizations, helping clients meet their financial goals.

Firm Information

Lynsey Goldstein 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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Lynsey Goldstein’s Registration & Firm History

CO

01/02/2025 - Present

IMA Advisory Services, Inc. (DENVER CO)

CO

11/20/2017 - 07/12/2021

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 09/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynsey Goldstein.
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