Stephanie Broughton

Director of Business Retirement Plan Services at ARGI Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Louisville Metropolitan Area, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Business Retirement Plan Services
      • Aug 2009 - Present

      At ARGI, I work with a team of focused consultants 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 planningARGI Investment Services manages more than $2 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Lexington, KY, Cincinnati, OH, Indianapolis, IN, and Grand Rapids, MI and serve personal and business clients across the country.Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.

Community

You need to have a working account to view this content. Click here to join now