A complete list of active advisors currently associated with Imagine Financial Security LLC

Warmer can help you find a great advisor at Imagine Financial Security LLC or one who fits your needs even better.

Imagine Financial Security LLC is an independent registered investment adviser managing about $56.4 million for roughly 50 clients, primarily individual and some high‑net‑worth households. The firm provides discretionary portfolio management along with comprehensive financial planning through ongoing engagements and one‑time or hourly planning projects. IFS bases client strategies on documented goals, time horizons, and risk tolerances, using fundamental and technical analysis alongside a mix of long‑ and short‑term approaches, with routine monitoring, rebalancing, and tax‑aware reviews. Financial planning work covers cash flow, retirement income, risk management, tax considerations, and estate planning, with annual reviews and ad hoc updates as client circumstances change. Noteworthy for a firm of its size, IFS offers public educational seminars and workshops to explain investment types and services, and the principal also conducts training and curriculum development for new financial advisers. The firm disclosed a January 2026 consent order from the Tennessee Securities Division related to minimum net capital and recordkeeping, paid a civil penalty, and reports that the deficiencies were remediated.

To learn more about the advisors currently working at Imagine Financial Security LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.