JR
CFA
JR
CFA

John Radzinski

26 Years of Experience
Algonquin, IL
Broker

John Radzinski is a CFA-designated registered investment advisor at Invesco Advisers, INC., based in Algonquin, IL, with 26 years of industry experience. John 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
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

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.

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Location

Algonquin, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Invesco Advisers, INC.
November 2010 - Present · 15 yrs 8 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 16 yrs 1 mo
Invesco Distributors, INC.
June 2010 - Present · 16 yrs 1 mo
Previous Registrations
Van Kampen Advisors INC
June 2005 - June 2010 · 5 yrs
Van Kampen Funds INC.Broker
June 2005 - June 2010 · 5 yrs
Mesirow Financial, INC.Broker
February 2004 - June 2005 · 1 yr 4 mos
Mesirow Financial, INC.
February 2004 - June 2005 · 1 yr 4 mos
Merrill Lynch Investment Managers LP
May 2003 - February 2004 · 9 mos
Fam Distributors, INC.Broker
May 2003 - February 2004 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - May 2003 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.