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Michele Ann Pensa

Infinity Wealth Management, Inc.

Denver, CO

CRD 4963518

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Employer firm

Infinity Wealth Management, Inc. CRD 171510

$62.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Infinity Wealth Management, Inc.

9101 East Kenyon Ave. Suite 1100, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-05-05
  • CO RA
    APPROVED
    Since 2017-05-05

Branch Locations

9101 East Kenyon Ave. Suite 1100, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinity Wealth Management Denver CO 02/2005 Present
Brooklight Place Securities, Inc. Centennial CO 03/2014 12/2016
Metro State University Of Denver Denver CO 01/2014 Present
Infinity Wealth Management, Inc Denver CO 05/2017 Present
  • 02/2005 → Present
    Infinity Wealth Management
    Denver, CO
  • 03/2014 → 12/2016
    Brooklight Place Securities, Inc.
    Centennial, CO
  • 01/2014 → Present
    Metro State University Of Denver
    Denver, CO
  • 05/2017 → Present
    Denver, CO
Other Businesses

1)INDEPENDENT INSURANCE AGENT, DBA INFINITY WEALTH MANAGEMENT SALES OF INSURANCE AND FIXED ANNUITIES; TITLE: AGENT; APPROXIMATE NUMBER OF HOURS PER MONTH: 80 & 8 TRADING; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1/2 HOUR. 2) METRO STATE UNIVERSITY OF DENVER; NON-INVESTMENT RELATED; DENVER, COLORADO, TITLE: AFFILIATE FACULTY INSTRUCTOR; APPROXIMATE NUMBER OF HOURS PER MONTH: 10 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-28
S63 Uniform Securities Agent State Law Examination 2007-11-27
  • S65 Uniform Investment Adviser Law Examination
    2017-03-28
  • S63 Uniform Securities Agent State Law Examination
    2007-11-27
Other Names
  • Michele Pensa

View on SEC IAPD

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