Unclaimed Profile

Karen Dunn Kelley

INVESCO ADVISERS, INC.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 63Clean recordINVESCO ADVISERS, INC.

1555 PEACHTREE STREET, N.E., ATLANTA, GA 30309CRD# 1084249Firm CRD# 105360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Dunn Kelley · ATLANTA, GA

Registration

CRD #1084249 · INVESCO ADVISERS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESCO ADVISERS, INC.

CRD 105360 · SEC 801-33949

AUM

$746.3B

Regulatory assets under management

Employees

2,895

38,517 client accounts

Services offered by INVESCO ADVISERS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at INVESCO ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Dunn Kelley offer?

Karen Dunn Kelley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Karen Dunn Kelley's credentials?

Karen Dunn Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Dunn Kelley located?

Karen Dunn Kelley is based in ATLANTA, Georgia, working with INVESCO ADVISERS, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Karen Dunn Kelley charge for services?

Karen Dunn Kelley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESCO ADVISERS, INC.?

INVESCO ADVISERS, INC. has approximately 2895 employees and manages $746.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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