IC
Imani S. Change
THE CHANGE ADVISORY GROUP
CHICAGO, IL
CRD#: 8042559
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IC
Imani Simone ChangeTHE CHANGE ADVISORY GROUP
Professional summary
Imani Simone Change, who also goes by Imani Change, is a registered financial advisor currently at THE CHANGE ADVISORY GROUP, LLC located in Chicago, Illinois.
Imani is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Imani has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Imani Change
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.
CRS (Client Relationship Summary) - RIA
Click below to view Imani Simone Change'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®
NoneExperience
Current
February 13, 2025 - Present
THE CHANGE ADVISORY GROUP, LLC
RIA
CRD#: 155409
CHICAGO, IL
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
Illinois(2/13/2025)
IAR
Texas(2/13/2025)
Exams
Current Firm
TC
THE CHANGE ADVISORY GROUP, LLC
THE CHANGE ADVISORY GROUP, LLC | THE CHANGE INVESTMENT ADVISORY GROUP LLC
CRD#: 155409 / SEC#:
Illinois
Registered Investment Advisory firm - (1/5/2011 Approved)Texas
Registered Investment Advisory firm - (8/1/2018 Conditional Restricted)Loading...
Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 662-1588
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 74,922,076 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
