Benjamin L. Taylor

INFINITY ADVISORY GROUP

Portage, MI 49024

Some features on this profile are disabled

CRD#: 6166496

Professional summary

Benjamin Lorain Taylor is a registered financial advisor currently at INFINITY ADVISORY GROUP located in Portage, Michigan.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Benjamin has worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT - SALES AND SERVICE OF ANNUITY AND LIFE INSURANCE; LICENSED INSURANCE AGENT SINCE 2/2013; APPROX. 25 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT RELATED ACTIVITY. 2) G DELL ENTERPRISES - PARTNER SINCE 2020;SERVICE COMPANY SET UP FOR TAX PURPOSES; APPROX 1 HOUR PER MONTH/NONE DURING TRADING HRS; NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Lorain Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 23, 2023 - Present

INFINITY ADVISORY GROUP

Office #1: 8105 Valleywood Lane Suite A, Portage, MI 49024

RIA

CRD#: 324723

Portage, MI

Past

March 23, 2016 - June 29, 2023

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

PORTAGE, MI

Past

March 7, 2016 - March 11, 2016

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Portage, MI

Past

May 12, 2015 - April 8, 2016

TRIAD ADVISORS LLC

CRD#: 25803

PORTAGE, MI

Past

April 25, 2013 - March 24, 2016

HARBINGER ASSET MANAGEMENT, LLC

RIA

CRD#: 146811

PORTAGE, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INFINITY ADVISORY GROUP

INFINITY ADVISORY GROUP | INFINITY ADVISORY GROUP, LLC

CRD#: 324723 / SEC#: 801-132463

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

Michigan

Registered Investment Advisory firm - (5/20/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/2015

General Securities Representative Examination

Current Firm

INFINITY ADVISORY GROUP

INFINITY ADVISORY GROUP | INFINITY ADVISORY GROUP, LLC

CRD#: 324723 / SEC#: 801-132463

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

Michigan

Registered Investment Advisory firm - (5/20/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8105 Valleywood Lane Suite A, Portage, MI 49024

Mailing Address

Phone number

(269) 888-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INFINITY ADVISORY GROUP FORM ADV PART 2 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	532
AUM (Assets Under Management)	$ 102,678,099

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Derek Leighton

MWA FINANCIAL SERVICES INC.

Kalamazoo, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin L. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Lorain Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SERVICES NETWORK

FOUNDATIONS INVESTMENT ADVISORS LLC

TRIAD ADVISORS LLC

HARBINGER ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

INFINITY ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2013

SIE

Date: 4/8/2016

Series 7

Date: 5/12/2015

Current Firm

INFINITY ADVISORY GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INFINITY ADVISORY GROUP

TRUST BUT VERIFY

Similar Advisors