Michael Aaron Waldman
Investment adviser representative at Ima Advisory Services, Inc.
10 yearsExperience
2 statesRegistered in
$3.9BFirm assets
12 yearsFirm in business
Are you Michael Aaron Waldman? 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
10 years in the industry.
- Ima Advisory Services, Inc.Jul 2016 to now
- Ima, Inc.May 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 4688936
- Firm CRD
- 112091