Infinex Investments, Inc

Investment Advisor
in Grand Ledge, MI

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About this Advisor

David Davis is a financial advisor who works in Grand Ledge, Michigan, with a total of 7 years of relevant experience. Davis works at Infinex Investments, Inc. Throughout their career, Davis has worked at Principal Life Insurance Company, Princor Financial Services Corp, The Centennial Group, Flagstar Bank and Infinex Investments, Inc. Davis has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Infinex Investments, Inc is a financial advisory firm based in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It has $3 billion in total assets across its 8,831 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 78 charities and foundations. The company has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees are based on which services are provided. Fees billed by Infinex Investments, Inc can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

914 Charlevoix Drive Suite 100
Grand Ledge, MI 48837

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


MI Average: 35
Total Number of Accounts


MI Average: 690
Average Account Size


MI Average: $7,677,358

Investment Advisory Services

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

David Davis Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (7 years)

Infinex Investments, Inc

2015 - Present (8 years)

Flagstar Bank

2013 - 2015 (2 years)

Principal Life Insurance Company

2013 - 2015 (2 years)

Princor Financial Services Corp

2013 - 2015 (2 years)

The Centennial Group

*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.


Please visit the SEC profile of David Davis 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

Jermaine Matthews
Bronx, NY
John Mousel
Kent City, MI
Dean Prozzoly
Pittsburgh, PA
John Sudresianu
New York, NY
Brett Rand
Brooklyn, NY
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

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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