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Kurt Jay Schoeppler

International Management Advisors Ltd.

Waite Hill, OH

CRD 4660796

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Employer firm

International Management Advisors Ltd. CRD 140361

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
International Management Advisors Ltd.

Waite Hill, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-27
  • OH RA
    APPROVED
    Since 2023-03-27

Branch Locations

Waite Hill, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
International Management Advisors Ltd. Cleveland OH 04/2006 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Jay Schoeppler Kurt

View on SEC IAPD

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