Savannah
Wisel
Infinex Investments, Inc
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About this Advisor
Savannah Wisel is a financial advisor who works in Concord, New Hampshire who has 1 year of relevant experience. Wisel is an advisor for Infinex Investments, Inc. Their career trajectory has included roles at Nh Trust, Merrimack County Savings Bank, On The Spot, Georgia State University, Southern New Hampshire University, Northway Bank and Infinex Investments, Inc. Wisel has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Hampshire. Infinex Investments, Inc is a registered investment business headquartered in Meriden, CT. The firm has offices in 531 locations and a total of 764 people on staff. It administers $3 billion in total assets across its 8,831 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 78 charitable organizations. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which service is provided. 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
Savannah Wisel Work History
Savannah has been registered as a financial advisor for 1 years.*
Nh Trust
Infinex Investments, Inc
Merrimack County Savings Bank
On The Spot
Georgia State University
Southern New Hampshire University
Northway Bank
Merrimack County Savings Bank
*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 Savannah Wisel 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
Pittsburgh, PA
Meriden, CT
Fletcher, NC
Naugatuck, CT
New York, NY
Chapel Hill, NC
Ellsworth, ME
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.
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