ARGI Financial Group

    OverviewSuggest Edit

    We are a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:

    •  Comprehensive financial planning
    •  Investment management
    •  Business management and accounting services
    •  Corporate benefits education for employees
    •  Business retirement plan management and consulting services
    •  Tax preparation and planning

    ARGI Investment Services manages more than $1 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Cincinnati, OH, Indianapolis, IN, and Grand Rapids, MI and serve personal and business clients across the country.

    HQLouisville, KY, US
    Employee Ratings4.2

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    Latest Updates

    Employees (est.) (Apr 2021)173(+2%)
    Cybersecurity ratingBMore

    Key People/Management at ARGI Financial Group

    Angie Morrison

    Angie Morrison

    Chief Financial Officer
    Dan Cupkovic

    Dan Cupkovic

    Director of Investments
    Colin Gray

    Colin Gray

    Director, Personal Planning Division
    Jan Peebles

    Jan Peebles

    Chief Compliance Officer
    Joe Reeves

    Joe Reeves

    Chief Executive Officer
    Jason Waters

    Jason Waters

    VP, Personal Planning Division
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    ARGI Financial Group Office Locations

    ARGI Financial Group has offices in Louisville, Atlanta, Bardstown, Bowling Green and in 7 other locations
    Louisville, KY, US (HQ)
    2110 High Wickham Pl
    Atlanta, GA, US
    3625 Cumberland Blvd SE #1485
    Bardstown, KY, US
    713 McDowell Blvd
    Bowling Green, KY, US
    1048 Ashley St #301
    Cincinnati, OH, US
    100 E Business Way #110
    Elizabethtown, KY, US
    2901 Ring Rd
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    ARGI Financial Group Financials and Metrics

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    Founding Date


    ARGI Financial Group Cybersecurity Score

    Cybersecurity ratingPremium dataset



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    ARGI Financial Group Online and Social Media Presence

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    ARGI Financial Group Blogs

    Measuring the Value of a Financial Professional

    What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question.    Vanguard’s whitepaper, concluded that when an investor works with a professional and receives that level of investment…

    A Bear’s Paws

    Why would some investors want the stock market to go down? The U.S. stock market is near its all-time highs and many analysts suggest it’s overvalued significantly. So, the above question seems odd doesn’t it? Or is it? Investors are optimistic. They put money at risk in hopes it will go up in value…

    Retirement Seen Through Your Eyes

    How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you would prefer, you still have great potent…

    How to Form an LLC in Kentucky

    Individuals interested in starting their own business, such as a consulting company or rental property, should strongly consider forming a Limited Liability Company (LLC) through which to operate. Fortunately, forming one in Kentucky is relatively simple.   Creation The first step in forming a Kentu…

    Will inflation rear its ugly head?

    In the past 50 years prices of goods and services have increased substantially. In 1972 a new home went for $25,200, a new car $3,560, a movie ticket for $1.50, and a dozen eggs for 45 cents.[1] Unfortunately, we all know those prices are no longer the case. For many of us, we’ve become accustomed R…

    Retirement Questions That Have Nothing to Do With Money

    Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement.   What will you do with your time? Too many people retire wit…
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    ARGI Financial Group Frequently Asked Questions

    • When was ARGI Financial Group founded?

      ARGI Financial Group was founded in 1995.

    • Who are ARGI Financial Group key executives?

      ARGI Financial Group's key executives are Angie Morrison, Dan Cupkovic and Colin Gray.

    • How many employees does ARGI Financial Group have?

      ARGI Financial Group has 173 employees.

    • Who are ARGI Financial Group competitors?

      Competitors of ARGI Financial Group include Crowe Soberman, Ashfords and Cynex.

    • Where is ARGI Financial Group headquarters?

      ARGI Financial Group headquarters is located at 2110 High Wickham Pl, Louisville.

    • Where are ARGI Financial Group offices?

      ARGI Financial Group has offices in Louisville, Atlanta, Bardstown, Bowling Green and in 7 other locations.

    • How many offices does ARGI Financial Group have?

      ARGI Financial Group has 11 offices.