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Mark Duane Linnecke

Invesco Advisers, Inc.

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About Mark Duane Linnecke

Mark Linnecke is a financial advisor with Invesco Advisers, Inc. Mark has been in the financial industry since 2005 and has experience in working with a variety of clients, including insurance companies, investment companies, and pooled investment vehicles. Mark has extensive experience in portfolio management and has worked with several financial companies in the past including Neuberger Berman, LLC and WELLS FARGO FUNDS DISTRIBUTOR, LLC.

Firm Information

Mark Linnecke 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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Mark Linnecke’s Registration & Firm History

CA

10/24/2019 - Present

Invesco Advisers, Inc. (Manhattan Beach CA)

NC

12/03/2015 - 10/03/2019

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

NY

11/20/2013 - 12/01/2015

NEUBERGER BERMAN LLC (NEW YORK NY)

CT

10/31/2012 - 11/21/2013

MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)

NY

01/04/2012 - 10/18/2012

EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)

MT

04/20/2011 - 01/09/2012

DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)

CO

03/09/2007 - 04/21/2011

JANUS DISTRIBUTORS LLC (DENVER CO)

CA

05/17/2006 - 02/27/2007

NEUBERGER BERMAN, LLC (LOS ANGELES CA)

IL

01/12/2005 - 06/08/2006

SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2014

Series 31 - Futures Managed Funds Examination

BC

Issued 01/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Duane Linnecke.
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