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Phyllis Denise Turkle

IMA Advisory Services, Inc.

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About Phyllis Denise Turkle

Phyllis Turkle is an Investment Advisor Representative with IMA Advisory Services, Inc. She has been in the industry since March 2010 and holds a Series 65 license. Phyllis is registered with the state of Kansas and Texas. Phyllis has a background in financial planning and portfolio management for individuals and businesses. She also provides educational seminars and selection of other advisers. Phyllis works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Phyllis Turkle 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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Phyllis Turkle’s Registration & Firm History

KS

11/28/2016 - Present

IMA Advisory Services, Inc. (Wichita KS)

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Licenses & Designations

IA

Issued 11/22/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phyllis Denise Turkle.
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