Argi Investment Services, LLC

Argi Investment Services, LLC (CRD# 151916) is a financial advisory firm headquartered in Louisville, KY. They manage $3,700,382,256 in 11,649 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,700
    MILLION
  • Total Number of Accounts
    11,649
    ACCOUNTS
  • Average Account Value
    $317,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VI, WA, WV

Financial Advisors at Argi Investment Services, LLC
Showing 11 - 20 of 91 top financial advisors.
11
Benjamin J. Byrne
CRD#: 4437873
2201 High Wickham Place, Louisville, KY 40245

Benjamin Byrne (CRD# 4437873) 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.

12
Brian A. Casey
CRD#: 5688655
100 E Business Way, Suite 110, Cincinnati, OH 45241

Brian Casey (CRD# 5688655) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry. Brian Casey 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.

13
Indudeep S. Chhachhi
CRD#: 5204636
2201 High Wickham Place, Louisville, KY 40245

Indudeep Chhachhi (CRD# 5204636) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 14 years of experience in the finance industry.

14
Daniel A. Cupkovic
CRD#: 5214791
2201 High Wickham Place, Louisville, KY 40245

Daniel Cupkovic (CRD# 5214791) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 12 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.

15
Robert M. Curry
CRD#: 5075772
2201 High Wickham Place, Louisville, KY 40245

Robert Curry (CRD# 5075772) 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. 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.

16
Jeremy F. Davis
CRD#: 5452355
2201 High Wickham Place, Louisville, KY 40245

Jeremy Davis (CRD# 5452355) 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. Jeremy Davis 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.

17
Neal T. Donhoff
CRD#: 6122667
2201 High Wickham Place, Louisville, KY 40245

Neal Donhoff (CRD# 6122667) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 8 years of experience in the finance industry. Neal Donhoff 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.

18
Jeffrey T. Drake
CRD#: 6317422
2201 High Wickham Place, Louisville, KY 40245

Jeffrey Drake (CRD# 6317422) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 7 years of experience in the finance industry. Jeffrey Drake 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.

19
Julio V. Driggs
CRD#: 6148114
2201 High Wickham Place, Louisville, KY 40245

Julio Driggs (CRD# 6148114) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 8 years of experience in the finance industry. Julio Driggs 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.

20
Clint A. Eakles
CRD#: 6317385
2201 High Wickham Place, Louisville, KY 40245

Clint Eakles (CRD# 6317385) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 6 years of experience in the finance industry. Clint Eakles 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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