Benard
Weibel
Infinex Investments, Inc
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About this Advisor
Benard Weibel is a financial advisor operating in Fort Wayne, Indiana with 4 years of relevant experience. Weibel works at Infinex Investments, Inc. The advisor has gained experience at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Jambo Grill Hotel, Ups, The Multimedia University Of Kenya, The Kenya Institute Of Management, Ivy Tech, Wells Fargo Clearing Services, LLC, Purdue University Fort Wayne, Infinex Investments, Inc and Flagstar Bank. Weibel has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It controls $3 billion in assets under management among its 8,831 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on the services. However, fees billed by Infinex Investments, Inc most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Benard Weibel Work History
Benard has been registered as a financial advisor for 4 years.*
Infinex Investments, Inc
Flagstar Bank
Purdue University Fort Wayne
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Ups
Ivy Tech
The Multimedia University Of Kenya
The Kenya Institute Of Management
Jambo Grill Hotel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benard Weibel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
New York, NY
New York, NY
Kill Devil Hills, NC
Bronx, NY
Oakville, CT
Brooklyn, NY
Ellsworth, ME
Grand Ledge, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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