Argi Investment Services, LLC

Argi Investment Services, LLC (CRD# 151916) is a financial advisory firm headquartered in Louisville, KY. They manage $1,407,312,118 in 7,657 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,407
    MILLION
  • Total Number of Accounts
    7,657
    ACCOUNTS
  • Average Account Value
    $183,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MT, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV

Financial Advisors at Argi Investment Services, LLC
Showing 1 - 10 of 74 top financial advisors.
1
William B. Hardigg
CRD#: 4402088
2110 High Wickham Place, Louisville, KY 40245
100
Wealthminder
score

William Hardigg (CRD# 4402088) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry.

2
Derek J. Bonifer
CRD#: 3067586
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Derek Bonifer (CRD# 3067586) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

3
Daniel A. Cupkovic
CRD#: 5214791
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Daniel Cupkovic (CRD# 5214791) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 9 years of experience in the finance industry. Daniel Cupkovic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert M. Curry
CRD#: 5075772
5750 Castle Creek Parkway North Drive, Suite 170, Indianapolis, IN 46250
96
Wealthminder
score

Robert Curry (CRD# 5075772) is an Investment Advisor Representative working at Argi Investment Services, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry. Robert Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tamara M. Golde
CRD#: 4574378
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Tamara Golde (CRD# 4574378) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 15 years of experience in the finance industry. Tamara Golde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kevin J. Lynch
CRD#: 4539458
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Kevin Lynch (CRD# 4539458) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 15 years of experience in the finance industry. Kevin Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Dena R. Nelsen
CRD#: 3148946
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Dena Nelsen (CRD# 3148946) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 19 years of experience in the finance industry. Dena Nelsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Clinton M. Priddy
CRD#: 5320341
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Clinton Priddy (CRD# 5320341) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 11 years of experience in the finance industry. Clinton Priddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Patrick J. Reeves
CRD#: 2462270
2110 High Wickham Place, Louisville, KY 40245
96
Wealthminder
score

Patrick Reeves (CRD# 2462270) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 23 years of experience in the finance industry. Patrick Reeves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jonathan A. Stuempel
CRD#: 5888115
100 E Business Way, Suite 110, Cincinnati, OH 45241
96
Wealthminder
score

Jonathan Stuempel (CRD# 5888115) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry. Jonathan Stuempel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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