Steven
Woodcock

Infinex Investments, Inc

CRD#3219434
Investment Advisor
in Holland, MI

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About this Advisor

Steven Woodcock is a financial advisor who works out of Holland, Michigan who has 5 years of relevant experience. Woodcock is currently employed by Infinex Investments, Inc. During their career, the advisor has held roles at Comerica Bank, Comerica Securities, West Michigan Community Bank, Investment Professionals, Inc and Infinex Investments, Inc. Woodcock holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Infinex Investments, Inc is a registered investment company headquartered in Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It administers $3 billion in assets between its 8,831 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 78 charitable organizations. Infinex Investments, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which service is offered. Fees charged by Infinex Investments, Inc likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

99 East 8Th Street
Holland, MI 49423

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

MI Average: 35
Total Number of Accounts

8,831

MI Average: 690
Average Account Size

$318,724

MI Average: $7,677,358

Investment Advisory Services

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

Steven Woodcock Work History

Steven has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Infinex Investments, Inc

2015 - Present (9 years)

West Michigan Community Bank

2016 - 2018 (2 years)

Investment Professionals, Inc

2006 - 2015 (9 years)

Comerica Bank

2006 - 2015 (9 years)

Comerica Securities

*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 Steven Woodcock 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

Peter Klarides
New York, NY
Luke Voigt
Meriden, CT
Angelo Piccolo
Naugatuck, CT
David Davis
Grand Ledge, MI
John Dennis
Kill Devil Hills, NC
Bonnie Parker
Chapel Hill, NC
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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