TrueAdvisor
TrueAdvisor
BS
BS

Bradley Ross Sims

Ima Advisory Services, INC.
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Ima Advisory Services, INC.
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

Location

1705 17th Street, Suite 100, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ima Advisory Services, INC.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Transamerica Investors Securities CorporationBroker
March 2020 - May 2024 · 4 yrs 2 mos
Transamerica Retirement Advisors, LLC
March 2020 - May 2024 · 4 yrs 2 mos
Retirement Fund Management
October 2017 - February 2020 · 2 yrs 4 mos
Arkadios CapitalBroker
March 2017 - September 2017 · 6 mos
Acg Wealth, INC.
November 2012 - September 2017 · 4 yrs 10 mos
Triad Advisors, INC.Broker
May 2012 - March 2017 · 4 yrs 10 mos
Ing Financial Partners, INC.Broker
February 2012 - March 2012 · 1 mo
Ing Financial Advisers, LLCBroker
May 2006 - March 2012 · 5 yrs 10 mos
State Registrations3 states
GAKSTX
Advisor
Exams
No exam information available for this advisor.