Taylor S. Drahn
Professional summary
Taylor Scott Drahn, who also goes by Taylor Scott Drahn, Taylor Drahn, is a registered financial advisor currently at IMA WEALTH located in Denver, Colorado.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Scott Drahn's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2026 - Present
IMA WEALTH
Office #1: 1705 17th Street Suite 100, Denver, CO 80202January 12, 2026 - April 13, 2026
USI SECURITIES, INC.
January 10, 2023 - April 13, 2026
USI SECURITIES, INC.
January 22, 2020 - November 18, 2022
TRANSAMERICA INVESTORS SECURITIES, LLC
January 4, 2017 - December 31, 2019
TRANSAMERICA CAPITAL, LLC
October 6, 2015 - January 4, 2017
TRANSAMERICA INVESTORS SECURITIES, 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
(7/23/2026)
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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