Carl Ahlers
Investment adviser representative at Invesco Managed Accounts, LLC
15 yearsExperience
1 stateRegistered in
$31.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Invesco Managed Accounts, LLCJan 2020 to now
- PayscaleAug 2017 to Jan 2020
- Benefit Administration Company, LLC.Oct 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Invesco Managed Accounts, LLC
$31.3BAssets managed
17,443Clients
17Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5755686
- Firm CRD
- 154461