Benjamin Taylor has been Chief Compliance Officer, Partner of Infinity Advisory Group since January 2023, is a control person of the firm and directly owns between 10% and 25% of it. Benjamin Taylor holds a Bachelor's degree in Philosophy from Kalamazoo College.
Infinity Advisory Group, LLC is a Portage, MI firm with $129M under management, 208 clients and 3 advisers in one office, as of its March 2026 filing.
Benjamin Taylor is Wealth Advisor and Partner of Infinity Advisory Group, based in Portage, Michigan. He brings thirteen years of experience in financial services. As Partner and Wealth Advisor, he leads the firm's tax planning work and works closely with clients' CPAs and attorneys to coordinate planning across disciplines.
Benjamin Taylor’s longest registration was 7 years at Advisory Services Network (2016–2023). Before joining Infinity Advisory Group in 2023, Benjamin Taylor was registered through Advisory Services Network and Foundations Investment Advisors LLC.
- Infinity Advisory GroupCurrent– present · 3 yearsPortage, MI · Adviser representative · Firm CRD 324723
- Advisory Services Network– · 7 yearsPortage, MI · Adviser representative · Firm CRD 146051
- Foundations Investment Advisors LLC– · under a yearPortage, MI · Adviser representative · Firm CRD 175083
- Harbinger Asset Management, LLC– · 2 yearsPortage, MI · Adviser representative · Firm CRD 146811
Professional designations
Listed by Infinity Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Taylor is registered as an investment adviser representative in Michigan, since February 2023.
- MichiganSince 23 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 May 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin Lorain Taylor
- CRD
- 6166496
- Firm
- Infinity Advisory Group · CRD 324723
- Role
- Chief Compliance Officer, Partner
- Office
- 8105 VALLEYWOOD LANE, SUITE A, Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- infinity-advisory.com
Where does Benjamin Taylor work?
Benjamin Taylor has been Chief Compliance Officer, Partner of Infinity Advisory Group, LLC since January 2023, and is a control person of the firm.
Is Benjamin Taylor a financial advisor?
Yes. Benjamin Taylor has a current investment-adviser registration in Michigan, through Infinity Advisory Group since February 2023.
How many years of experience does Benjamin Taylor have?
Benjamin Taylor has 13 years in the financial industry, since April 2013, across 4 adviser firms.
What exams has Benjamin Taylor passed?
Benjamin Taylor has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in April 2013. FINRA credited Benjamin Taylor with the SIE, which began in October 2018.
Where did Benjamin Taylor work before Infinity Advisory Group?
Before Infinity Advisory Group, Benjamin Taylor was registered through Foundations Investment Advisors LLC, March 2016 to March 2016; Harbinger Asset Management, LLC, April 2013 to March 2016.
Where is Benjamin Taylor based?
Benjamin Taylor’s registered office is in Portage, MI.
Is Benjamin Taylor registered with FINRA?
No. Benjamin Taylor has no current broker registration.
Is Benjamin Taylor a CFP?
Infinity Advisory Group lists Benjamin Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Benjamin Taylor’s record?
Search CRD 6166496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Taylor’s full registration record.
