Joey
Miedema

Infinex Investments, Inc

CRD#5054988
Investment Advisor
in Grand Forks, ND

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About this Advisor

Joey Miedema is a chartered financial consultant working out of Grand Forks, North Dakota who has 3 years of industry experience. Miedema is currently employed by Infinex Investments, Inc. Their career trajectory has included roles at Frandsen Bank & Trust, Investment Centers Of America, Alerus Securities, Alerus and Infinex Investments, Inc. Miedema maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Dakota. Infinex Investments, Inc is an advisory firm that has its headquarters in Meriden, CT. The company has offices in 531 locations and a total of 764 advisors. It manages $3 billion in assets among its 8,831 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 78 charities and foundations. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on which service is offered. However, fee types charged by Infinex Investments, Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

3 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

2300 S. Columbia Rd
Grand Forks, ND 58201

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

ND Average: 35
Total Number of Accounts

8,831

ND Average: 690
Average Account Size

$318,724

ND Average: $7,677,358

Investment Advisory Services

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

Joey Miedema Work History

Joey has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Infinex Investments, Inc

2015 - Present (9 years)

Alerus

2015 - 2018 (3 years)

Alerus Securities

2012 - 2015 (3 years)

Investment Centers Of America

2011 - 2015 (4 years)

Frandsen Bank & Trust

*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 Joey Miedema 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 Mousel
Kent City, MI
Clara Laurent
Wauchula, FL
Jermaine Matthews
Bronx, NY
John Sudresianu
New York, NY
Andranik Hayotsyan
New York, NY
Clayton Benway
Minneapolis, MN
Amanda Robbins
Ellsworth, ME

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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