Gavin W. Koenig

Gavin W. Koenig Email and Phone Number

CEPA, AIFA, CRPC @ ARGI Financial Group
Gavin W. Koenig's Location
Louisville Metropolitan Area, United States, United States
Gavin W. Koenig's Contact Details

Gavin W. Koenig work email

Gavin W. Koenig personal email

n/a

Gavin W. Koenig phone numbers

About Gavin W. Koenig

At ARGI, I work with a team of specialists 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 $1 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, 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.

Gavin W. Koenig's Current Company Details
ARGI Financial Group

Argi Financial Group

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CEPA, AIFA, CRPC
Gavin W. Koenig Work Experience Details
  • Argi Financial Group
    Senior Financial Advisor / Business Advisor
    Argi Financial Group Aug 2010 - Present
    New York, Ny, Us
    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.
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  • Fifth Third Securities
    Vice President - Investment Executive
    Fifth Third Securities Dec 2009 - Jul 2010
    Us
    Assisted bank customers with their investment needs.
    View
  • Ameriprise Financial
    Financial Advisor - Franchise Owner
    Ameriprise Financial Aug 1995 - Dec 2009
    Minneapolis, Mn, Us
    Full service financial advice
    View

Gavin W. Koenig Skills

Retirement Planning Wealth Management Financial Planning Insurance Business Planning Estate Planning 401k Investment Strategies Asset Management Portfolio Management Succession Planning Fiduciary Consulting Investment Policy Statements Retirement Plan Reviews

Gavin W. Koenig Education Details

  • Eastern Kentucky University
    Eastern Kentucky University
    College Of Law Enforcement
  • Western Kentucky University
    Western Kentucky University
    General

Frequently Asked Questions about Gavin W. Koenig

What company does Gavin W. Koenig work for?

Gavin W. Koenig works for Argi Financial Group

What is Gavin W. Koenig's role at the current company?

Gavin W. Koenig's current role is CEPA, AIFA, CRPC.

What is Gavin W. Koenig's email address?

Gavin W. Koenig's email address is ko****@****ors.com

What is Gavin W. Koenig's direct phone number?

Gavin W. Koenig's direct phone number is +150275*****

What schools did Gavin W. Koenig attend?

Gavin W. Koenig attended Eastern Kentucky University, Western Kentucky University.

What skills is Gavin W. Koenig known for?

Gavin W. Koenig has skills like Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting.

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