Ryan
Bruursema

Infinex Investments, Inc

CRD#3031823
Investment Advisor
in Lake Wales, FL

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About this Advisor

Ryan Bruursema is a financial advisor who works out of Lake Wales, Florida with 1 year of industry experience. Bruursema is on the advisory team at Infinex Investments, Inc. The advisor has gained experience at Independent Insurance Sales, Genworth Financial, Ing Financial Partners Inc, Bruursema Financial Management, Voya Financial Advisors, Citizens Bank And Trust, Lpl Financial, LLC, Warner University and Infinex Investments, Inc. Bruursema holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Infinex Investments, Inc is a financial advisory business that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 advisors. It controls $3 billion in assets under management among its 8,831 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 78 charities and foundations. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely depend on the financial services. Fees charged by Infinex Investments, Inc may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

23725 Us Highway 27
Lake Wales, FL 33859

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

FL Average: 35
Total Number of Accounts

8,831

FL Average: 690
Average Account Size

$318,724

FL Average: $7,677,358

Investment Advisory Services

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

Ryan Bruursema Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citizens Bank And Trust

2022 - Present (2 years)

Warner University

2022 - Present (2 years)

Infinex Investments, Inc

2021 - 2022 (1 year)

Lpl Financial, LLC

2014 - 2021 (7 years)

Voya Financial Advisors

2013 - 2022 (9 years)

Bruursema Financial Management

2012 - 2014 (2 years)

Ing Financial Partners Inc

2007 - 2021 (14 years)

Genworth Financial

2005 - 2022 (17 years)

Independent Insurance Sales

*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 Ryan Bruursema 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

John Dennis
Kill Devil Hills, NC
John Mousel
Kent City, MI
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, NC
Jean Delbuono
Oakville, CT
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Angelo Piccolo
Naugatuck, CT

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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