KL
KL

Kirby Powers Lawson

4 Years of Experience
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Kirby is an employee of Volo Sports, an adult sports league, since August 2023. Kirby dedicates a few hours per week to judging bar games for an hourly wage.

Employment History
Current Registrations
Ima Advisory Services, INC.
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Ima WealthBroker
January 2023 - December 2023 · 11 mos
Morningstar Investment Management LLC
October 2021 - July 2022 · 9 mos
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.