CW
CFP
CW
CFP

Christopher Winand

23 Years of Experience
Ankeny, IA
Broker

Christopher Winand is a CFP-designated registered investment advisor at Invesco Advisers, INC., based in Ankeny, IA, with 23 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 82,498 clients with $750B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
195 advisors
Number of Clients
82,498 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$749.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee ranges vary significantly by investment strategy and program type, generally spanning from 0.01% to 1.50% for separate accounts and 0.00% to 0.75% for wrap programs. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Ankeny, IA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Invesco Advisers, INC.
July 2011 - Present · 15 yrs 3 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Invesco Distributors, INC.
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Van Kampen Funds INC.Broker
January 2006 - June 2010 · 4 yrs 5 mos
Scudder Distributors, INC.Broker
September 2003 - December 2005 · 2 yrs 3 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.
More Advisors