Zachariah K. Hildebrand
Professional summary
Zachariah Knowles Hildebrand, AIF®, CFP®, who also goes by Zach Hildebrand, is a registered financial advisor currently at IMA WEALTH located in Denver, Colorado.
Zachariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachariah has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachariah Knowles Hildebrand's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
August 22, 2016 - Present
IMA WEALTH
Office #1: 1705 17th Street Suite 100, Denver, CO 80202July 6, 2016 - December 15, 2023
IMA WEALTH
January 21, 2015 - June 2, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
IMA WEALTH
CRD#: 112091 / SEC#: 801-79108, 8-53221
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2016)
(6/7/2024)
(8/22/2016)
Exams
Current Firm
IMA WEALTH
CRD#: 112091 / SEC#: 801-79108, 8-53221
Contact information
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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