IMA Financial Group, Inc.
New Form D on file · 2026-09-14 · the record
What the record says
Each marker is one filing. The larger marker is the filing this page is about.
Trailing twelve months. 268 filings in Insurance, totalled by week. The dot is this raise, $1.70M, on the same scale — one filing against the whole group's total, so it sits low by construction.
Checked away from the filing. What is below does not come from the record on sec.gov.
Protect what matters most with integrated insurance, employee benefits, and risk strategies designed to help organizations manage exposure, support growth, and improve long term performance.
The title and description the site itself served, answering 200. Not a cached copy and not the company's directory entry — what was live when we asked.
Company officers on record
Robert Cohen is named as Executive Officer and Director and Promoter on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Luke Proctor is named as Executive Officer on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Eric Pauly is named as Executive Officer on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Jeff Stemper is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Venita Fields is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Spence Hoole is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Harold Morrison is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Nico Theofanidis is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Colleen Savoie is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Sueann Schultz is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Nancy Tuor is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Robert Kestenbaum is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Suzanne Van Staveren is named as Executive Officer on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
Jaqueline Roth is named as Director on the Form D that IMA Financial Group, Inc. filed with the SEC on 14 September 2026, one of 14 people that filing names.
14 people named on the filing — 4 holding an executive role and 10 as directors only.
Named as of the 2026-09-14 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
- 14 people named on the filing — 4 holding an executive role and 10 as directors only.
Of the 14 names on this filing, 12 are drawn here to keep the picture readable. The People tab lists them all.
No investor is drawn from a Form D — the form states how many invested and never who.
The full profile
Source Check, INVEST, RECRUIT and Press Requests on IMA Financial Group, Inc.
- Source Check — verify Jason Lacey's other claims against the registers that hold them.
- INVEST — size up this raise on the figures the filing states.
- RECRUIT — see who is already on the team.
- Press Requests — connect with Jason Lacey for a story.
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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-09-25 (imacorp.com).