JK
Justin M. Kittle
IMA WEALTH
Wichita, KS 67202
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CRD#: 6014402
JK
Professional summary
Justin Mark Kittle, CFP®, who also goes by Justin Kittle, is a registered financial advisor currently at IMA WEALTH located in Wichita, Kansas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Kittle
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.
Access 39 LLC, non-investment related, 22271 Waters Edge Dr., Shell Knob, MO, 65747, Boat Storage Facility, Owner, started January 2008, approximately 2 hours per month during non-trading hours, manage day to day business activities. Access 86 Storage LLC, non-investment related, 33945 State Hwy 86, Eagle Rock, MO, 65641, Boat Storage Facility, Owner, started January 2013, approximately 2 hours per month during non-trading hours, manage day to day business activities. Ocean View LLC, non-investment related, 2959 N Woodridge Ct., Wichita, KS 67226, rental property, 50% owner, July 2022, approximately 1 hour per month during non-trading hours, no day to day business activities, only involvement is ownership of LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Mark Kittle's 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®
CFP®
Start date: 2016
Experience
Current
January 6, 2020 - Present
IMA WEALTH
Office #1: 430 E Douglas Ave Suite 400, Wichita, KS 67202RIA
CRD#: 112091
Wichita, KS
Past
July 24, 2020 - December 15, 2023
IMA WEALTH
BD
CRD#: 112091
WICHITA, KS
Past
April 28, 2014 - January 8, 2020
PLAINS ASSET MANAGEMENT, LLC
RIA
CRD#: 170367
WICHITA, KS
Past
April 23, 2012 - December 23, 2013
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
ANDOVER, KS
Past
March 12, 2012 - December 23, 2013
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
ANDOVER, KS
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".
IW
IMA WEALTH
IMA ADVISORY SERVICES, INC. | TRUENORTH, INC. | TRUENORTH SECURITIES, INC. | SYNTRINSIC | IMA WEALTH, INC. | IMA WEALTH | IMA RETIREMENT | IMA PRIVATE WEALTH
CRD#: 112091 / SEC#: 801-79108, 8-53221
RIA
Registered Investment Advisory firm - SEC (2/5/2014 Approved)BD
Terminated by SEC on 02/16/2024
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
Kansas(1/6/2020)
IAR
Texas(1/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/23/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IW
IMA WEALTH
IMA ADVISORY SERVICES, INC. | TRUENORTH, INC. | TRUENORTH SECURITIES, INC. | SYNTRINSIC | IMA WEALTH, INC. | IMA WEALTH | IMA RETIREMENT | IMA PRIVATE WEALTH
CRD#: 112091 / SEC#: 801-79108, 8-53221
RIA
Registered Investment Advisory firm - SEC (2/5/2014 Approved)BD
Terminated by SEC on 02/16/2024
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Contact information
Main Address
1705 17th Street Suite 100, Denver, CO 80202
Mailing Address
430 E Douglas Ave Suite 400, Wichita, KS 67202
Phone number
(316) 266-6574
Established
Kansas since 06/23/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
46
SEC notice filing (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE IMA FINANCIAL GROUP, INC. F/K/A INSURANCE MANAGEMENT ASSOCIATES, INC. | SHAREHOLDER | |
| DAVIS, PATRICIA LYNN | SVP, CCO, DIRECTOR | 5613123 |
| HOLT, RICHARD WILLIAM | PRESIDENT, DIRECTOR, CIO, FINOP | 2778485 |
| PAULY, ERIC MICHAEL | GENERAL COUNSEL/SECRETARY | 7719772 |
| POOL, SUSAN LOUISE | SENIOR VICE PRESIDENT/DIRECTOR | 3178683 |
Regulatory assets under management
| Total Number of Accounts | 1,514 |
| AUM (Assets Under Management) | $ 3,158,410,252 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMA WEALTH
CRD#: 112091Wichita, KS 67202TRUST BUT VERIFY
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