Courtney
Rooze
Infinex Investments, Inc
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About this Advisor
Courtney Rooze is a financial advisor working in Fowler, Indiana with a total of 5 years of relevant experience. Rooze currently works for Infinex Investments, Inc. During their career, the advisor has held roles at Dow Agrosciences, Crop Production Services, Fowler State Bank, Broker Dealer Financial Services, Infinex Investments, Inc and Purdue University. Rooze maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Infinex Investments, Inc is a business based out of Meriden, CT. It has offices in 531 locations and a total of 764 advisors. It has $3 billion in assets under management between its 8,831 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Infinex Investments, Inc can consist of some blend 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
Courtney Rooze Work History
Courtney has been registered as a financial advisor for 5 years.*
Infinex Investments, Inc
Fowler State Bank
Broker Dealer Financial Services
Crop Production Services
Crop Production Services
Dow Agrosciences
Purdue University
*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 Courtney Rooze to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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