Cole
Kopacek

Invesco Advisers, Inc

CRD#5751571
Investment Advisor
in Atlanta, GA

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About this Advisor

Cole Kopacek is a financial advisor operating out of Atlanta, Georgia, with nine years of professional experience. Kopacek is currently employed by Invesco Advisers, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank Na, Chase Investment Services, Invesco Distributors, Inc and Invesco Advisers, Inc. Kopacek has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Invesco Advisers, Inc is a registered investment business based in Atlanta, Georgia. It has offices in 15 locations and a total of 3,183 financial advisors. It controls $658 billion in assets under management between its 24,319 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Invesco Advisers, Inc has a wide range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules usually are based on which services are provided. Fees billed by Invesco Advisers, Inc can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$658,414,165,355

GA Average: $3,570,121,308
Total Number of Employees

3,183

GA Average: 58
Total Number of Accounts

24,319

GA Average: 1,608
Average Account Size

$27,074,064

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Cole Kopacek Work History

Cole has 10 years of experience.

2011 - Present (9 years)

Invesco Advisers, Inc

2010 - Present (10 years)

Invesco Distributors, Inc

2010 - 2010 (< 1 year)

Jpmorgan Chase Bank Na

2010 - 2010 (< 1 year)

Chase Investment Services

Disclosures

Cole Kopacek has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invesco Advisers, Inc

Dyice Ellis-Beckham
Atlanta, GA
Jarrod Brown
Atlanta, GA
Stephen Donovan
Denver, CO
Cole Kopacek
Atlanta, GA
David Hoffman
Houston, TX
Claire Potter
Atlanta, GA
John Penney
New York, NY
Matthew Petre
New York, NY

This content was compiled from the SEC and FINRA.

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