Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
5yrs
Dat Le has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Denver, Colorado. After a year at Syntrinsic and three years at Syntrinsic Investment Counsel, Dat joined IMA Advisory Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1705 17th Street Suite 100, Denver, CO 80202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.03 million
Advisors at the firm44
States licensed ?1 state
Services through IMA Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowIMA Advisory Services, Inc.Current firm
- Jul 2023 – Jan 2025Syntrinsic LLCPreviously
- 2021 – 2023Syntrinsic Investment Counsel, LLC.Previously
Contact Dat
(316) 266-6574IMA Advisory Services main office 1705 17th Street Suite 100Denver, CO 80202Office · Get directions Firm websitewww.IMARetirement.com
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Questions to ask Dat
Tailored to Dat’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dat
How do I contact Dat?
Call IMA Advisory Services at (316) 266-6574 and ask for Dat Le. Dat works from the Denver, CO office.
How long has Dat been a financial advisor?
Dat has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Dat hold?
Series 65. Tap any license on this page to see what it allows.
Is Dat a fiduciary?
Dat is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dat paid?
IMA Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dat for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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