Sean
Sather
Infinex Investments, Inc
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About this Advisor
Sean Sather is a certified financial planner based out of Fargo, North Dakota who has 4 years of industry experience. Sather is on the advisory team at Infinex Investments, Inc. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Alerus Financial and Infinex Investments Inc. Sather holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Dakota and Texas. Infinex Investments, Inc is a financial advisory business operating out of Meriden, CT. The firm has offices in 531 locations and a total of 764 employees. It manages $3 billion in assets between its 8,831 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 78 charities and foundations. Infinex Investments, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Infinex Investments, Inc most 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
Sean Sather Work History
Sean has been registered as a financial advisor for 4 years.*
Alerus Financial
Infinex Investments Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Sean Sather 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
Kill Devil Hills, NC
Wauchula, FL
Pittsburgh, PA
New York, NY
New York, NY
Haverhill, MA
Ellsworth, ME
Naugatuck, CT
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.
