Matthew Michael Obert
Investment adviser representative at Ima Advisory Services, Inc.
2 yearsExperience
2 statesRegistered in
CFADesignation
$3.9BFirm assets
Are you Matthew Michael Obert? Claim your profile
Contact this firm
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
2 years in the industry.
- Ima Advisory Services, Inc.May 2026 to now
- LPL Financial, LLCNov 2017 to now
- Coordinated Financial Services, Inc.Oct 2017 to now
- UnemployedMay 2017 to Oct 2017
- Charles Schwab & Co., Inc.May 2015 to May 2017
- Charles Schwab BankMay 2015 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
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
- 3168051
- Firm CRD
- 112091