Neal
Donhoff
Argi Investment Services, LLC
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About this Advisor
Neal Donhoff is a certified financial planner based out of Louisville, Kentucky, with a total of 7 years of relevant experience. Donhoff is an employee of Argi Investment Services, LLC. Over the course of their career, Donhoff has held roles at Jefferson National Securities Corp, Argi Investment Services and Cerity Partners. Donhoff holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kentucky. Argi Investment Services, LLC is a registered investment business that has its headquarters in Louisville, KY. The company has offices in eight locations and a total of 169 advisors. It handles $5 billion in assets under management among its 15,255 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 15,255 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets. Argi Investment Services, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically depend on the financial services. Fees billed by Argi Investment Services, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Neal Donhoff Work History
Neal has been registered as a financial advisor for 7 years.*
Cerity Partners
Argi Investment Services
Jefferson National Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Neal Donhoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
