ND
CFP
ND
CFP

Nathan Dierking

22 Years of Experience
Atlanta, GA
Broker

Nathan Dierking is a CFP-designated registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 22 years of industry experience. Nathan 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

1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309

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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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Other Business Activities

Nathan is an assistant coach for the Tony Delk Basketball Academy, a youth basketball program, dedicating a few hours per week. He is also a minority owner of USL Les Bois LLC, a minor league soccer team, spending minimal time consulting with the team's ownership.

Employment History
Current Registrations
Invesco Advisers, INC.
December 2010 - Present · 15 yrs 5 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Van Kampen Funds INC.Broker
January 2004 - June 2010 · 6 yrs 5 mos
Abn Amro Financial Services, INC.
September 2003 - January 2004 · 4 mos
Abn Amro Financial Services, INC.Broker
August 2003 - January 2004 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nathan Dierking - Financial Advisor | TrueAdvisor