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Michael Aaron Waldman

IMA Advisory Services, Inc.

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About Michael Aaron Waldman

Michael Waldman is an Investment Advisor Representative at IMA Advisory Services, Inc. Michael has been in the industry for 20 years. He has passed the Series 66, SIE and Series 7 exams. Michael has previously worked at IMA Wealth, KESTRA INVESTMENT SERVICES, LLC, and NFP SECURITIES, INC. Michael is registered in Kansas and Texas.

Firm Information

Michael Waldman 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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Michael Waldman’s Registration & Firm History

TX

07/05/2016 - Present

IMA Advisory Services, Inc. (Dallas TX)

TX

07/05/2016 - 12/15/2023

IMA WEALTH (Dallas TX)

TX

08/21/2003 - 07/01/2016

KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Aaron Waldman.
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