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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

MATTHEW MICHAEL OBERT

Advisor at IMA ADVISORY SERVICES, INC.

DENVER, CO | Denver, CO

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Search this name across graphsid dfx:ria:683cf3bd-79f6-0c55-33df-efaacf413d27

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 5, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMA ADVISORY SERVICES, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63|S66
First exam: Aug 4, 2000
First registration: Mar 5, 2003
Dual registered: no
IAPD individual key: 3168051

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMA ADVISORY SERVICES, INC.	Mixed wealth	May 1, 2026	n/a	yes	Denver, CO\|DENVER, CO	Current employment
COORDINATED FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 11, 2023	May 1, 2026	no	DENVER, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 8, 2017	May 18, 2026	no	DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 15, 2015	May 2, 2017	no	Denver, CO	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	May 2, 2014	no	ENGLEWOOD, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 5, 2003	Dec 31, 2011	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	COORDINATED FINANCIAL SERVICES, INC.	May 18, 2026	Jan 11, 2023	-1,223	Firm change after gap	Ibd to RIA
COORDINATED FINANCIAL SERVICES, INC.	IMA ADVISORY SERVICES, INC.	May 1, 2026	May 1, 2026	0	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	May 2, 2017	Nov 8, 2017	190	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	CHARLES SCHWAB & CO., INC.	May 2, 2014	May 15, 2015	378	Channel change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2011	Jan 3, 2012	3	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147881:112091:CO:2026-05-01	May 1, 2026	May 1, 2026	DENVER, CO	Firm change

Relationships

Registered with (5)

→ IMA ADVISORY SERVICES, INC.Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 8, 2017 to May 18, 2026factForm ADV
→ COORDINATED FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 11, 2023 to May 1, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 15, 2015 to May 2, 2017factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to May 2, 2014factForm ADV

Dated events

Occurred
May 18, 2026
Advisor changed firm
Matthew Michael Obert left Lpl Financial Llc for Coordinated Financial Services, Inc. (registered 2023-01-11)
Form ADVobserved 6 days ago
Occurred
May 1, 2026
Advisor changed firm
Matthew Michael Obert left Coordinated Financial Services, Inc. for Ima Advisory Services, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago