Shannon Coady-Rogers
Shannon Coady-Rogers is a registered investment advisor at Invesco Advisers, INC., based in Downers Grove, IL, with 23 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.
Location
3500 Lacey Road, Suite 700, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Previous Registrations
Calamos Financial Services LLCBroker
Calamos Advisors LLC
Calamos Wealth Management LLC
Interactive Financial Advisors
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Scudder Distributors, INC.Broker
State Registrations1 state
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