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KS

Kurt J. Schoeppler

INTERNATIONAL MANAGEMENT ADVISORS LTD.
WAITE HILL, OH
Some features on this profile are disabled
CRD#: 4660796
KS

Professional summary

Kurt Jay Schoeppler, who also goes by Jay Schoeppler Kurt, is a registered financial advisor currently at INTERNATIONAL MANAGEMENT ADVISORS LTD. located in Waite Hill, Ohio.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kurt has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Schoeppler Kurt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Jay Schoeppler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 27, 2023 - Present

INTERNATIONAL MANAGEMENT ADVISORS LTD.

RIA
CRD#: 140361
WAITE HILL, OH
Past

June 28, 2018 - December 31, 2019

INTERNATIONAL MANAGEMENT ADVISORS LTD.

RIA
CRD#: 140361
CLEVELAND, OH
Past

March 23, 2001 - November 22, 2006

MAI CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109807
CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IM
INTERNATIONAL MANAGEMENT ADVISORS LTD.
INTERNATIONAL MANAGEMENT ADVISORS LTD.

CRD#: 140361 / SEC#: 801-66765

RIA
Registered Investment Advisory firm - (5/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/27/2023)

Exams

Current Firm

IM
INTERNATIONAL MANAGEMENT ADVISORS LTD.
INTERNATIONAL MANAGEMENT ADVISORS LTD.

CRD#: 140361 / SEC#: 801-66765

RIA
Registered Investment Advisory firm - (5/17/2006 Approved)
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Contact information

Main Address
Waite Hill, OH
Mailing Address
Phone number
(216) 436-3637
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTERNATIONAL MANAGEMENT ADVISORS LTD FIRM BROCHURE FORM ADV PART 2A DTD 03-01-2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 103,361,595

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/01/2024
Cover Page
Report
09/12/2023
Cover Page
Report
10/14/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTERNATIONAL MANAGEMENT ADVISORS LTD.

CRD#: 140361Waite Hill, OH

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