Shawn Anthony Rogers
Investment adviser representative at Ima Advisory Services, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Ima Advisory Services, Inc.May 2026 to now
- Coordinated Financial Services, IncJul 2008 to May 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962520
- Firm CRD
- 112091