Rhonda Marie Randell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 04/2018
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2014 → 09/2017
  Schwab Retirement Plan Services, Inc.
  Lone Tree, CO
• 05/2018 → Present
  Ima Wealth, Inc.
  Wichita, KS

Previous Registrations

• 2014-01-12 → 2018-03-30
  Charles Schwab & Co., Inc.
  Englewood, CO
  Austin, TX
  Lone Tree, CO
• 2012-04-12 → 2013-11-19
  Van Gilder Retirement Solutions, Llc
  Denver, CO
• 2004-08-26 → 2012-03-14
  Stancorp Investment Advisers, Inc.
  Denver, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-08-23
• S65 Uniform Investment Adviser Law Examination
  2004-05-25

Other Names

• Rhonda Marie Bivens
• Rhonda Marie Bivens