Savanna
Nunn

Argi Investment Services, LLC

CRD#7546092
Investment Advisor
in Bowling Green, KY

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About this Advisor

Savanna Nunn is a financial advisor based out of Bowling Green, Kentucky with 1 year of relevant experience. Nunn is an advisor for Argi Investment Services, LLC. During their career, Nunn has held roles at Argi Investment Services, Franklin Precision Industry, Bluegrass/Verizon, Whistlestop, Iga, Hart County High School, Bonnieville Elementary and Cerity Partneres. Nunn maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Kentucky. Argi Investment Services, LLC is a registered investment company operating out of Louisville, KY. The firm has offices in eight locations and a total of 169 financial advisors. It handles $5 billion in assets between its 15,255 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 15,255 client accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Argi Investment Services, LLC offers a diverse array of services, such as 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 management fee schedules typically are based on which service is provided. Fee types charged by Argi Investment Services, LLC can include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1048 Ashley Street, Suite 301
Bowling Green, KY 42103

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Argi Investment Services, LLC Brokerage Details

Total Assets Under Management

$4,569,619,524

KY Average: $949,722,027
Total Number of Employees

169

KY Average: 35
Total Number of Accounts

15,255

KY Average: 1,296
Average Account Size

$299,549

KY Average: $732,810

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

Savanna Nunn Work History

Savanna has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Cerity Partneres

2022 - 2023 (1 year)

Argi Investment Services

2021 - 2022 (1 year)

Franklin Precision Industry

2020 - 2021 (1 year)

Bluegrass/Verizon

2019 - 2020 (1 year)

Whistlestop

2018 - 2019 (1 year)

Iga

2016 - 2020 (4 years)

Hart County High School

2007 - 2016 (9 years)

Bonnieville Elementary

*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 Savanna Nunn 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

Richard Phares
Louisville, KY
Andrew Utley
Louisville, KY
James Trujillo
Louisville, KY
Clint Eakles
Louisville, KY
Colin Wheeler
Louisville, KY
Kevin Costello
Louisville, KY
Julio Driggs
Louisville, KY
Kevin Boddy
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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