Virtue Financial Advisors, LLC is a program management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning, insurance and wealth management services through Infinex Investments, Inc. Virtue is not affiliated with Infinex, but is the name of an Office of Supervisory Jurisdiction (OSJ) Group comprised of Financial Advisors who are Registered Representatives of Infinex.
Avoidance is the best means of risk control. In today's regulatory and litigious environment, we are seeing financial institutions moving away from the investment and wealth management programs due to the increased risks associated with recent government regulations. This is where Virtue Financial and Infinex Investments, Inc. becomes an important and necessary partner.
Avoidance is the best means of risk control. In today's regulatory and litigious environment, we are seeing financial institutions moving away from the investment and wealth management programs due to the increased risks associated with recent government regulations. This is where Virtue Financial and Infinex Investments, Inc. becomes an important and necessary partner.
Services
Virtue Financial Advisors, LLC is a program management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning and wealth management services in their branches without taking on the additional risks and costs of owning, managing, and employing the investment program and its advisors.
Jerrod is Co-Owner and President of Virtue Financial Advisors, LLC and the Office of Supervisory Jurisdiction Principal for Infinex Investments, Inc. Formerly President, Chief Compliance Officer and FINOP of Bankers & Investors Company Inc., a Registered Broker/Dealer, Investment Advisor and Insurance Agency in Kansas City, Jerrod ran the compliance and operations for over 10 years and built the RIA in 2009.
Virtue's CEO and founder, Brent Weisenborn, has been in the financial services business for over 30 years. Past Partner and Principle in Energy Risk Management LLC ("ERM"), a proprietary trading firm focusing on the OTC Natural Gas markets as well as the grain complex.
Established Agora-X, LLC an ECN and ECM matching engine created for OTC commodity swaps and options in 2007 and voted by the NASDAQOMX Board to serve as Vice President of NASDAQ/OMX Commodities North America.In 2009 Senators Bond and Roberts recommended Mr. Weisenborn to the President to fill the Republican seat as CFTC Commissioner.
Established Agora-X, LLC an ECN and ECM matching engine created for OTC commodity swaps and options in 2007 and voted by the NASDAQOMX Board to serve as Vice President of NASDAQ/OMX Commodities North America.In 2009 Senators Bond and Roberts recommended Mr. Weisenborn to the President to fill the Republican seat as CFTC Commissioner.
Virtue Financial Advisors, LLC is a program management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning and wealth management services in their branches without taking on the additional risks and costs of owning, managing, and employing the investment program and its advisors.
Providing hands on support and management to the financial institution and its advisors. With Virtue Financial you can rely on a team with experience at the highest levels of compliance as well as years of award winning investment sales experience. Virtue Financials team has a combined experience of over 75 years of successfully managing both bank and credit union investment programs.
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