Matthew Michael Obert

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

• 05/2015 → 05/2017
  Charles Schwab & Co., Inc.
  Denver, CO
• 05/2015 → 05/2017
  Charles Schwab Bank
  Denver, CO
• 05/2017 → 10/2017
  Unemployed
  Parker, CO
• 11/2017 → Present
  Lpl Financial, Llc
  Denver, CO
• 10/2017 → Present
  Coordinated Financial Services, Inc.
  Denver, CO
• 10/2017 → Present
  Coordinated Financial Services, Inc.
  Denver, CO

Previous Registrations

• 2017-11-08 → 2026-05-18
  Lpl Financial Llc
  Denver, CO
• 2023-01-11 → 2026-05-01
  Coordinated Financial Services, Inc.
  Denver, CO
• 2015-05-15 → 2017-05-02
  Charles Schwab & Co., Inc.
  Denver, CO
• 2012-01-03 → 2014-05-02
  Schwab Wealth Advisory, Inc.
  Englewood, CO
• 2003-03-05 → 2011-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO

Other Businesses

1. 11/2017 - MATT AND AMY OBERT REAL ESTATE RENTAL - Not Investment Related - 520 GULF SHORE DRIVE Destin, FL 32541 - Real Estate Rental - owner and landlord - Start Date - 01/16/2020 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-02-26
• S63 Uniform Securities Agent State Law Examination
  2000-08-04

Designations

• Chartered Financial Analyst