Kyle
Kursim
Argi Investment Services, LLC
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About this Advisor
Kyle Kursim is a certified financial planner who works in Cincinnati, Ohio who has 5 years of relevant experience. Kursim is an employee of Argi Investment Services, LLC. Their career trajectory has included roles at Fidelity Investments, Argi Investment Services and Cerity Partners. Kursim has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Kentucky and Ohio. Argi Investment Services, LLC is a registered investment firm that has its headquarters in Louisville, KY. The firm has offices in eight locations and a total of 169 advisors. It administers $5 billion in total assets among its 15,255 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 17 charities and foundations. Of its 15,255 customer accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Argi Investment Services, LLC performs a number 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 advisory fees largely vary depending on the type of services offered. However, fee types charged by Argi Investment Services, LLC may 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
Kyle Kursim Work History
Kyle has been registered as a financial advisor for 5 years.*
Cerity Partners
Argi Investment Services
Fidelity Investments
*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 Kyle Kursim 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.
