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Andrew Wegner

Invesco Advisers, Inc.

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About Andrew Wegner

Andrew Wegner is a registered investment advisor representative. Andrew Wegner is currently employed by Invesco Advisers, Inc., a firm that provides investment advice to a variety of clients, including individuals, businesses, and institutions. Andrew Wegner has been in the industry since 2010, and has held prior positions at UBS Financial Services Inc.. Andrew Wegner is registered to provide investment advice in a number of states, and has passed the Series 66, Series 7, and SIE exams. Andrew Wegner specializes in investment strategies for individuals, businesses, pooled investment vehicles, and investment companies.

Firm Information

Andrew Wegner is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Wegner’s Registration & Firm History

CO

09/17/2014 - Present

Invesco Advisers, Inc. (Castle Rock CO)

IL

08/18/2010 - 09/11/2014

UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 11/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Wegner.
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