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AW
AW

Andrew Wegner

Invesco Advisers, INC.
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Invesco Advisers, INC.
Compensation
Fee-Only (AUM)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

Castle Rock, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Distributors, INC.
September 2014 - Present · 11 yrs 5 mos
Invesco Advisers, INC.
September 2014 - Present · 11 yrs 5 mos
Invesco Distributors, INC.Broker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - September 2014 · 3 yrs 10 mos
UBS Financial Services INC.Broker
August 2010 - September 2014 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.