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Jan Sue Peebles active positions
Companies | Position | Start | End |
---|---|---|---|
ARGI Financial Group LLC
![]() ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Compliance Officer | 11/03/2011 | - |
Corporate Officer/Principal | 01/01/1995 | - |
Career history of Jan Sue Peebles
Former positions of Jan Sue Peebles
Companies | Position | Start | End |
---|---|---|---|
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Committee Member | 17/05/2011 | - |
Corporate Officer/Principal | 17/05/2011 | 17/05/2011 |
Statistics
International
United States | 3 |
Operational
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
ARGI Financial Group LLC
![]() ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Finance |
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
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