Derek
Sebastian

Infinex Investments, Inc

CRD#6908117
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Derek Sebastian is a financial advisor who works in Fort Wayne, Indiana with a total of 4 years of industry experience. Sebastian is an employee of Infinex Investments, Inc. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, Dick'S Sporting Goods, Infinex Investments, Inc and Flagstar Bank. Sebastian has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Infinex Investments, Inc is a registered investment business that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 employees. It has $3 billion in assets under management between its 8,831 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 78 charities and foundations. Infinex Investments, Inc offers 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 typically vary depending on which services are offered. Fee types billed by Infinex Investments, Inc likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6302 E State Blvd
Fort Wayne, IN 46815

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

IN Average: $5,297,377,271
Total Number of Employees

764

IN Average: 35
Total Number of Accounts

8,831

IN Average: 690
Average Account Size

$318,724

IN Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Derek Sebastian Work History

Derek has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Infinex Investments, Inc

2018 - Present (6 years)

Flagstar Bank

2018 - 2018 (< 1 year)

Wells Fargo Clearing Services LLC

2013 - 2018 (5 years)

Wells Fargo Bank Na

2009 - 2013 (4 years)

Dick'S Sporting Goods

*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 Derek Sebastian 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

Clayton Benway
Minneapolis, MN
Susan Peyret
Clarksville, TN
John Dennis
Kill Devil Hills, NC
Dean Prozzoly
Pittsburgh, PA
Paul Burke
Falmouth, MA
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Erin Mooney
Pittsburgh, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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