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Cole Anthony Kopacek

Thornburg Investment Management Inc.

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About Cole Anthony Kopacek

Cole Anthony Kopacek is a financial advisor registered with Thornburg Investment Management Inc. Cole has been in the industry for 11 years and currently holds Series 6, 7, and 63 securities licenses as well as Series 65 investment advisor license. Cole's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Cole Kopacek is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

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.

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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Cole Kopacek’s Registration & Firm History

TX

04/21/2021 - Present

Thornburg Investment Management Inc. (Austin TX)

TX

09/03/2010 - 04/05/2021

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

IL

02/10/2010 - 08/19/2010

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Anthony Kopacek.
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