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 41 - 50 of 91 top financial advisors.
41
Kevin J. Lynch
CRD#: 4539458
2201 High Wickham Place, Louisville, KY 40245

Kevin Lynch (CRD# 4539458) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 18 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.

42
Brian T. Mattingly
CRD#: 6789335
2201 High Wickham Place, Louisville, KY 40245

Brian Mattingly (CRD# 6789335) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

43
Dena R. Nelsen
CRD#: 3148946
2201 High Wickham Place, Louisville, KY 40245

Dena Nelsen (CRD# 3148946) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 22 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.

44
Erin E. O'reilly
CRD#: 6803630
2201 High Wickham Place, Louisville, KY 40245

Erin O'reilly (CRD# 6803630) 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.

45
Jeffrey W. Partin
CRD#: 5825164
100 E Business Way, Suite 110, Cincinnati, OH 45241

Jeffrey Partin (CRD# 5825164) 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. Jeffrey Partin 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.

46
Janice S. Peebles
CRD#: 4572619
2201 High Wickham Place, Louisville, KY 40245

Janice Peebles (CRD# 4572619) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 18 years of experience in the finance industry.

47
Katie E. Pfeifer
CRD#: 5155574
2201 High Wickham Place, Louisville, KY 40245

Katie Pfeifer (CRD# 5155574) 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. Katie Pfeifer 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.

48
Mark R. Priebe
CRD#: 6651164
2201 High Wickham Place, Louisville, KY 40245

Mark Priebe (CRD# 6651164) 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.

49
Neil L. Quinlan
CRD#: 4874433
2201 High Wickham Place, Louisville, KY 40245

Neil Quinlan (CRD# 4874433) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 16 years of experience in the finance industry. Neil Quinlan 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.

50
Patrick J. Reeves
CRD#: 2462270
2201 High Wickham Place, Louisville, KY 40245

Patrick Reeves (CRD# 2462270) 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. 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.

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