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Stephen John Wagenbach

Invesco Advisers, Inc.

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About Stephen John Wagenbach

Stephen Wagenbach is an investment advisor representative with Invesco Advisers, Inc. based out of Fairfield, CT. Stephen has been in the financial services industry since 2008. Stephen is licensed to provide investment advice in Texas. Stephen has Series 7, Series 31, Series 65, and Series 66 licenses. Stephen has experience working with several firms including COMMONFUND SECURITIES, INC. and SCHRODER FUND ADVISORS LLC. Stephen's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Stephen Wagenbach 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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Stephen Wagenbach’s Registration & Firm History

CT

06/11/2018 - Present

Invesco Advisers, Inc. (Fairfield CT)

CT

05/08/2012 - 11/15/2017

COMMONFUND SECURITIES, INC. (WILTON CT)

NY

04/10/2008 - 05/09/2012

SCHRODER FUND ADVISORS LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 04/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen John Wagenbach.
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