Susan Louise Pool

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

• 05/2001 → Present
  Ima Advisory Services, Inc.
  Wichita, KS

Previous Registrations

• 1999-10-06 → 2014-03-03
  Truenorth, Inc.
  Wichita, KS
  Wichita, KS

Other Businesses

Wichita Salvation Army, non-investment related, 350 N. Market St. Wichita, KS 67202, non-profit organization assisting those in need, Advisory Board and Executive Committee member, member since 1996, 5 hours per month during trading hours, to further the goals and objectives of The Salvation Army in pursuit of its mission by serving on the finance, executive and development committee. Finance does not involve investment related activities, just reviewing income, operating expense and trust and related ledgers. SMPHoldings, LLC, non-investment related, 384 N Jackson Heights Ct., Wichita, KS, 67206, Residential real estate investments, Owner, started in 2019, 1 hour per month during non-trading hours, invest in real estate properties. Catholic Care Center, Wichita, Ks, 6700 E 45th St N., Bel Aire, KS 67226 and a second location operating as Villa Maria and Maria Court located at 633 E Main Street, and 116 South Central Ave., both in Mulvane, Ks. This is a not-for-profit Catholic healthcare ministry serving senior adults with a full spectrum of care services including a behavioral health hospital. Service as volunteer member of the Board of Directors is non-investment related volunteer position that began on January 1, 2024. Duties include review and oversight of operations and the financial performance of the organization including budget, operational and safety metrics and marketing efforts of the organization. Estimated hours per month are two hours per month during trading hours and an additional three hours per month during non-trading hours. ASC, Adorers of the Blood of Christ United States Region, Investment Committee, 4233 Sulphur Ave., St. Louis, MO 63109 Investment Committee Member. The U.S. Region of the ASC is a Roman Catholic religious order engaged in social service missions nationwide. Serve as a volunteer member of the ASC Investment Committee effective January 1, 2026. This is an investment-related, volunteer position with duties that include providing input, review and oversight of the professional Investment Advisory Firm and sub-advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-16
• S63 Uniform Securities Agent State Law Examination
  1999-03-05

Designations

• Certified Financial Planner

Other Names

• Susan Louise Carney