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Samantha Morgan Graf

Ima Advisory Services, Inc.

Wichita, KS

Denver, CO

CRD 8092561

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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
KS RA APPROVED 2025-11-13
  • KS RA
    APPROVED
    Since 2025-11-13

Branch Locations

430 E. Douglas, Wichita, KS 67202 • United States

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
Ima Financial Group Wichita KS 12/2024 Present
Unemployed Wichita KS 09/2024 12/2024
Jorns & Associates Wichita KS 09/2023 09/2024
Meritrust Federal Credit Union Wichita KS 09/2013 09/2023
  • 12/2024 → Present
    Ima Financial Group
    Wichita, KS
  • 09/2024 → 12/2024
    Unemployed
    Wichita, KS
  • 09/2023 → 09/2024
    Jorns & Associates
    Wichita, KS
  • 09/2013 → 09/2023
    Meritrust Federal Credit Union
    Wichita, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

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