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Patrick James Krulik

Ima Advisory Services, Inc.

Denver, CO

CRD 6247706

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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 2024-08-19
  • CO RA
    APPROVED
    Since 2024-08-19

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
First Ascent Asset Management Denver CO 05/2016 03/2024
Geowealth Management Llc Chicago IL 03/2024 07/2024
Ima Advisory Services, Inc. Wichita KS 08/2024 Present
Previous Registrations
  • 2024-04-26 → 2024-07-16
    Geowealth Management Llc
    Denver, CO
    Chicago, IL
  • 2016-11-22 → 2024-03-25
    First Ascent Asset Management, Llc
    Denver, CO
  • 2013-10-10 → 2016-10-28
    Envestnet Pmc
    Berwyn, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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