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 31 - 40 of 91 top financial advisors.
31
Jennifer A. Huelsman
CRD#: 5843852
2201 High Wickham Place, Louisville, KY 40245

Jennifer Huelsman (CRD# 5843852) 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. Jennifer Huelsman 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.

32
Nicholas M. Jackson
CRD#: 5796447
2201 High Wickham Place, Louisville, KY 40245

Nicholas Jackson (CRD# 5796447) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 2 years of experience in the finance industry.

33
Austin L. Jones
CRD#: 6396927
2201 High Wickham Place, Louisville, KY 40245

Austin Jones (CRD# 6396927) 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.

34
Mark H. Josefczyk
CRD#: 1644507
2201 High Wickham Place, Louisville, KY 40245

Mark Josefczyk (CRD# 1644507) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 24 years of experience in the finance industry.

35
Clay M. Keeley
CRD#: 734278
2201 High Wickham Place, Louisville, KY 40245

Clay Keeley (CRD# 734278) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 39 years of experience in the finance industry.

36
Stephen C. Klingler
CRD#: 6320822
2201 High Wickham Place, Louisville, KY 40245

Stephen Klingler (CRD# 6320822) 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.

37
Gavin W. Koenig
CRD#: 2572529
2201 High Wickham Place, Louisville, KY 40245

Gavin Koenig (CRD# 2572529) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 26 years of experience in the finance industry.

38
Steven L. Kramer
CRD#: 6326938
100 E Business Way, Suite 110, Cincinnati, OH 45241

Steven Kramer (CRD# 6326938) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry. Steven Kramer 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.

39
Kyle A. Kursim
CRD#: 5793104
100 E Business Way, Suite 100, Cincinnati, OH 45241

Kyle Kursim (CRD# 5793104) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry. Kyle Kursim 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.

40
Raymond E. Llewellyn
CRD#: 6298859
607 Cascade West Parkway, Grand Rapids, MI 49546

Raymond Llewellyn (CRD# 6298859) is an Investment Advisor Representative working at Argi Investment Services, LLC in Grand Rapids, MI and has over 6 years of experience in the finance industry. Raymond Llewellyn 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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