Gavin W. Koenig

Senior Financial Advisor / Business Advisor at ARGI Financial Group
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Contact Information
us****@****om
(386) 825-5501
Skills

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Bio

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Credentials

  • CEPA
    Exit Planning Institute
    Jun, 2020
    - Nov, 2024
  • AIFA
    fi360
  • CPFA
    National Association of Plan Advisors (NAPA)
  • CRPC
    College for Financial Planning

Experience

  • ARGI
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor / Business Advisor
      • Aug 2010 - Present

      I joined the Advisor Team at ARGI in 2010 with fifteen years of experience as a financial planner. I spent the majority of my career at Ameriprise and most recently was a Vice President at Fifth Third Securities. I joined ARGI because of my commitment to full-service Comprehensive Financial Planning and interest in helping individuals, businesses and professional practice owners. I specialize in the design and implementation of retirement plans for businesses, like 401(k)s. I joined the Advisor Team at ARGI in 2010 with fifteen years of experience as a financial planner. I spent the majority of my career at Ameriprise and most recently was a Vice President at Fifth Third Securities. I joined ARGI because of my commitment to full-service Comprehensive Financial Planning and interest in helping individuals, businesses and professional practice owners. I specialize in the design and implementation of retirement plans for businesses, like 401(k)s.

  • Fifth Third Securities
    • Financial Services
    • 700 & Above Employee
    • Vice President - Investment Executive
      • Dec 2009 - Jul 2010

      Assisted bank customers with their investment needs. Assisted bank customers with their investment needs.

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor - Franchise owner
      • Aug 1995 - Dec 2009

      Full service financial advice Full service financial advice

Education

  • Eastern Kentucky University
    BS, College of Law Enforcement
    1988 - 1989
  • Western Kentucky University
    General
    1984 - 1988

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