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Financial ADVSR advisor directory · SEC adviser records

Infinity Advisory Group financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Infinity Advisory Group office in Portage, A to Z.

3 registered advisors work at Infinity Advisory Group in Portage, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Infinity Advisory Group advisors in Portage, A to Z

Every Infinity Advisory Group advisor →

Infinity Advisory Group advisors in every city and state →Infinity Advisory Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 18Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Raymond James & Associates, Inc. 10Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Edward Jones 6Lvm Capital Management Ltd. 6Mercer Global Advisors Inc. 6

Questions

How many financial advisors does Infinity Advisory Group have in Portage?

3 investment adviser representatives are registered at Infinity Advisory Group offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Infinity Advisory Group one of the largest advisor employers in Portage?

Infinity Advisory Group ranks number 20 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Infinity Advisory Group advisor in Portage?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Infinity Advisory Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.