Monika Rittner, financial advisor Coldwater MI
93 score

Monika Rittner

CRD Number: 3082082
Current Firm: Infinex Investments, Inc.

Monika Rittner (CRD# 3082082) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coldwater, MI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments Inc. Mt. Clemens, MI May 2013 - Current 3
Design Financial Mt. Clemens, MI May 2013 - Current 3
Macomb County Chamber Of Commerce Mt. Clemens, MI Oct 2012 - Current 4
Bank Of America, Na Port Huron, MI Dec 2009 - Oct 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Huron, MI Oct 1997 - Oct 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Monika M. Rittner
Phone Number: 203-599-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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