MW
MW

Michael Aaron Waldman

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
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Location

14221 Dallas Parkway, Suite 700, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a Partner and EVP of the Employee Benefits Division at IMA, Inc., an insurance broker, dedicating about half his time to this role. He also has minority passive investor roles in several real estate apartment unit partnerships and is the trustee for a life insurance trust.

Employment History
Current Registrations
Ima Advisory Services, INC.
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Ima WealthBroker
July 2016 - December 2023 · 7 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - July 2016 · 3 mos
NFP Advisor Services, LLC
September 2003 - July 2016 · 12 yrs 10 mos
Kestra Investment Services, LLCBroker
August 2003 - July 2016 · 12 yrs 11 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.