Wendy
Maczko
Infinex Investments, Inc
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About this Advisor
Wendy Maczko is a financial advisor working out of Minneapolis, Minnesota with 7 years of relevant experience. Maczko is an advisor for Infinex Investments, Inc. Their career trajectory has included roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Spire Credit Union and Infinex Investments, Inc. Maczko holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Infinex Investments, Inc is a registered investment business operating out of Meriden, CT. The company has offices in 531 locations and a total of 764 people on staff. It has $3 billion in assets under management among its 8,831 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. The company 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. Financial management fee schedules usually are based on the services offered. However, fee types billed by Infinex Investments, Inc likely consist 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
Wendy Maczko Work History
Wendy has been registered as a financial advisor for 7 years.*
Infinex Investments, Inc
Spire Credit Union
Cuna Mutual Group
Cuna Brokerage Services, Inc
*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 Wendy Maczko 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
Chapel Hill, NC
Oakville, CT
Pittsburgh, PA
Waltham, MA
Grand Ledge, MI
Pittsburgh, PA
Ellsworth, ME
Fletcher, NC
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