Infinex Investments, Inc.

Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $849,822,562 in 4,472 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

Financial Advisors at Infinex Investments, Inc.
Showing 1 - 10 of 526 top financial advisors.
1
Keith E. Krause
CRD#: 1928627
5 North Main Street, Woodsboro, MD 21798
98
Wealthminder
score

Keith Krause (CRD# 1928627) is an Investment Advisor Representative working at Infinex Investments, Inc. in Woodsboro, MD and has over 26 years of experience in the finance industry.

2
Jessica M. Ashby
CRD#: 5069681
10 Courthouse Square, Warrenton, VA 20186
96
Wealthminder
score

Jessica Ashby (CRD# 5069681) is an Investment Advisor Representative working at Infinex Investments, Inc. in Warrenton, VA and has over 10 years of experience in the finance industry. Jessica Ashby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William M. Bartin
CRD#: 1922891
125 Canal Street, Salem, MA 01970
96
Wealthminder
score

William Bartin (CRD# 1922891) is an Investment Advisor Representative working at Infinex Investments, Inc. in Salem, MA and has over 28 years of experience in the finance industry. William Bartin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Chad A. Bell
CRD#: 4073111
538 Preston Avenue, Meriden, CT 06450
96
Wealthminder
score

Chad Bell (CRD# 4073111) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 17 years of experience in the finance industry. Chad Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Steven J. Carlson
CRD#: 3263340
3380 Northdale Blvd Nw, Coon Rapids, MN 55448
96
Wealthminder
score

Steven Carlson (CRD# 3263340) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coon Rapids, MN and has over 11 years of experience in the finance industry. Steven Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David J. Cohn
CRD#: 2611754
1k Fulton Building, 1000 W. Fulton St. Suite C7, Chicago, IL 60607
96
Wealthminder
score

David Cohn (CRD# 2611754) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chicago, IL and has over 22 years of experience in the finance industry. David Cohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Suzanne M. Colaluca
CRD#: 5047818
538 Preston Avenue, Meriden, CT 06450
96
Wealthminder
score

Suzanne Colaluca (CRD# 5047818) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 12 years of experience in the finance industry. Suzanne Colaluca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
John P. Dennis
CRD#: 1534424
3720 Virginia Beach Blvd, Virginia Beach, VA 23452
96
Wealthminder
score

John Dennis (CRD# 1534424) is an Investment Advisor Representative working at Infinex Investments, Inc. in Virginia Beach, VA and has over 30 years of experience in the finance industry.

9
Patrick C. Dougherty
CRD#: 2721894
372 Washington Street, Braintree, MA 02184
96
Wealthminder
score

Patrick Dougherty (CRD# 2721894) is an Investment Advisor Representative working at Infinex Investments, Inc. in Braintree, MA and has over 21 years of experience in the finance industry. Patrick Dougherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Paul T. Economou
CRD#: 2947683
538 Preston Avenue, Meriden, CT 06450
96
Wealthminder
score

Paul Economou (CRD# 2947683) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 20 years of experience in the finance industry. Paul Economou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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