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Matthew Asad Kukla

Ima Advisory Services, Inc.

Denver, CO

CRD 5925068

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Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Ima Advisory Services, Inc.

1705 17Th Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-22
  • CO RA
    APPROVED
    Since 2025-12-22

Branch Locations

1705 17Th Street Suite 100, Denver, CO 80202 • 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
Strs Ohio Columbus OH 04/2014 01/2018
International Capital Markets Cleveland OH 01/2018 02/2021
East Daley Capital Denver CO 03/2021 01/2022
Syntrinsic Investment Counsel Denver CO 01/2022 Present
  • 04/2014 → 01/2018
    Strs Ohio
    Columbus, OH
  • 01/2018 → 02/2021
    International Capital Markets
    Cleveland, OH
  • 03/2021 → 01/2022
    East Daley Capital
    Denver, CO
  • 01/2022 → Present
    Syntrinsic Investment Counsel
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-20
S63 Uniform Securities Agent State Law Examination 2011-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-12-20
  • S63 Uniform Securities Agent State Law Examination
    2011-09-26

View on SEC IAPD

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