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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Holt is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with IMA Advisory Services, Inc. in Kansas and Texas. Previously Richard worked with IMA Wealth, Inc. and VSR Financial Services, Inc.. Richard holds several licenses and designations, including Series 63, 65, 7, 24, 52, 53, 55, 86, 87, 99TO, SIE, and is a Chartered Financial Analyst. Richard specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Richard is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
07/01/2016 - Present
IMA Advisory Services, Inc. (Wichita KS)
KS
07/01/2016 - 12/18/2023
IMA WEALTH (WICHITA KS)
KS
09/26/2011 - 06/01/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
11/30/2010 - 09/26/2011
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
KS
09/10/2003 - 10/01/2010
WEALTH MONITORS, INC. (OVERLAND PARK KS)
GA
01/17/2003 - 09/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
MN
05/26/2000 - 12/31/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MO
09/02/1999 - 06/02/2000
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
02/02/1999 - 08/17/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MI
08/07/1996 - 01/10/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2018
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/05/2015
Series 4 - Registered Options Principal Examination
BC
Issued 01/12/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/02/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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