Logan
Shanks
Infinex Investments, Inc
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About this Advisor
Logan Shanks is a certified financial planner based in East Lansing, Michigan who has 3 years of relevant experience. Shanks is on the advisory team at Infinex Investments, Inc. Over the course of their career, Shanks has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Okellys Bar And Grill, Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Alerus Securities Corporation, Alerus and Infinex Investments, Inc. Shanks maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Michigan and South Carolina. Infinex Investments, Inc is a registered investment firm headquartered in Meriden, CT. The company has offices in 531 locations and a total of 764 financial advisors. It handles $3 billion in assets under management among its 8,831 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 78 charitable organizations. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Infinex Investments, Inc may include 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
Logan Shanks Work History
Logan has been registered as a financial advisor for 3 years.*
Alerus
Infinex Investments, Inc
Alerus Securities Corporation
Principal Life Insurance Company
Princor Financial Services Corporation
Merrill Lynch, Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Okellys Bar And Grill
*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 Logan Shanks 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
Florence, SC
Dover, NH
New York, NY
Fowler, IN
Clarksville, TN
Grosse Pointe, MI
Ellsworth, ME
Waltham, MA
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.
