Chad A Bunnell
Investment adviser representative at Img Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
$209.7MFirm assets
2 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Img Wealth Management, Inc.Oct 2022 to now
- Madison Avenue SecuritiesSep 2022 to now
- Sole ProprietorDec 2018 to now
- Investment Management Group, LLCOct 2018 to now
- Principal Securities, Inc.Dec 2018 to Oct 2022
- Principal Life Insurance CompanyDec 2018 to Sep 2022
- West Point Business GroupDec 2018 to Sep 2022
- LPL Financial, LLCJun 2017 to Dec 2018
- HardenMay 2017 to Dec 2018
- USA Financial SecuritiesJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Img Wealth Management, Inc.
$209.7MAssets managed
710Clients
7Advisers
2 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
- 5557329
- Firm CRD
- 285966