Roger
Weismiller

Infinex Investments, Inc

CRD#1658017
Investment Advisor
in St Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Roger Weismiller is a financial advisor working out of St Louis, Missouri with 1 year of industry experience. Weismiller works at Infinex Investments, Inc. Weismiller has gained experience at Infinex Investments, Inc, First Bank and Edward D. Jones & Co., L.P. Weismiller maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Missouri and North Carolina. Infinex Investments, Inc is a financial advisory firm that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It has $3 billion in total assets across its 8,831 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Infinex Investments, Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

St Louis, MO

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

MO Average: 35
Total Number of Accounts

8,831

MO Average: 690
Average Account Size

$318,724

MO Average: $7,677,358

Investment Advisory Services

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

Roger Weismiller Work History

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

2022 - Present (2 years)

Infinex Investments, Inc

2022 - Present (2 years)

First Bank

1999 - 2021 (22 years)

Edward D. Jones & Co., L.P

*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 Roger Weismiller 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

Luke Voigt
Meriden, CT
Courtney Rooze
Fowler, IN
John Dennis
Kill Devil Hills, NC
Dean Prozzoly
Pittsburgh, PA
John Mousel
Kent City, MI
Tracy St Onge
Haverhill, MA
Amanda Robbins
Ellsworth, ME
Christopher Parks
Springfield, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started