Role at Invesco Managed Accounts
- Title on Schedule A
- Head of Fixed Income Smas and Vice President
- Control
- Tim Benzel is a control person of Invesco Managed Accounts.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Tim Benzel has held the filed role since November 2020.
The firm
Form ADV filed 29 June 2026
Career on record
Tim Benzel has been registered through Invesco Managed Accounts since October 2010, and before that through Neuberger Berman LLC.
- – present · 16 yearsSeattle, WA · Adviser representative · Firm CRD 154461
- Neuberger Berman LLC– · 3 yearsNew York, NY · Adviser representative · Firm CRD 2908
- Passed Series 7 and Series 66 · 2007
Registrations and exams
Tim Benzel has a current investment-adviser registration in Texas and Washington and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved | 6 October 2014 |
| Washington | Investment adviser representative | Approved | 21 October 2010 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 October 2007 |
| Series 7 | General Securities Representative Examination | 22 September 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Tim Michael Benzel
- CRD
- 5299272
- Registration status
- Investment adviser registration
- Office
- 1700 SEVENTH AVE, SUITE 1130, Seattle, WA 98101
- Firm bio
- invesco.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Tim Benzel is head of Invesco Managed Accounts Fixed Income and is responsible for the separately managed accounts platform. Official firm biography
Education
- He earned a BS degree from Linfield College.Official firm biography
Common questions
Where does Tim Benzel work?
Tim Benzel has been Head of Fixed Income Smas and Vice President of Invesco Managed Accounts, LLC since November 2020, and is a control person of the firm.
Is Tim Benzel a financial advisor?
Yes. Tim Benzel has a current investment-adviser registration in Texas and Washington, through Invesco Managed Accounts since October 2010, as of 18 October 2026.
How many years of experience does Tim Benzel have?
Tim Benzel has worked in the financial industry for 18 years as of 18 October 2026, counted from 20 February 2008, across 2 adviser firms.
What exams has Tim Benzel passed?
Tim Benzel has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007.
Where did Tim Benzel work before Invesco Managed Accounts?
Before Invesco Managed Accounts, Tim Benzel was registered through Neuberger Berman LLC, October 2007 to June 2010.
Where is Tim Benzel based?
Tim Benzel’s registered office is in Seattle, WA.
Leadership at Invesco Managed Accounts
- Laura DukesChief Executive Officer
- Edward BernhardtHead of Smas and Senior Vice President
- Nataliya FomenkoHead of Sma Client Service and Vice President
- Amy NazimiecChief Compliance Officer and Senior Vice President
- Tony WongPresident
- Mark GregsonChief Financial Officer
- Jordan MixsellChief Operating Officer
- Greg KetronTreasurer