Bryan Peebles
Western Kentucky University
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Bryan Peebles is a highly experienced financial advisor with 16.8 years of work experience. He is based in the United States and works at ARGI Financial Group. Bryan specializes in comprehensive financial services, including investment management, business management, and accounting services. He has a strong background in tax preparation and planning, and has worked with a wide range of clients, including individuals, businesses, and corporations. Bryan is known for his expertise in providing comprehensive and integrated financial services to individuals and businesses.
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About
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 planning ARGI Investment Services manages more than $1.5 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, 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.
...See MoreWork Experience
Financial Advisor
Intern
Financial Services
Bryan Peebles's Professional Milestones
- Intern (2015-01-01~2015-05-01): Applying knowledge and skills to contribute to project completion and achieve goals in a professional environment.
- Financial Advisor (2015-07-01~): Guided clients through complex financial challenges, resulting in increased risk and satisfaction.
Education
Finance,
Bachelors,
Bachelor Of Science
2012-2015Certification
Colleagues
Lauren Seaman, SHRM-CP
Director Of Human Resources
Shannon Jenkins
Director of Chief Financial Officer Accounting
Paul Moretti,
Principal | Chief Financial Officer | Senior Business Services Advisor
Denise Bright
Chief Operations Officer
Angie Morrison
Chief Financial Officer
Other Named Bryan Peebles
Frequently asked questions
We found 1 Bryan Peebles's email addresses
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Bryan Peebles's social media include: Linkedin,
Bryan Peebles works for Cerity Partners LLC
Bryan Peebles's role in Cerity Partners LLC is Financial Advisor
Bryan Peebles works in the industry of Financial Services
Bryan Peebles's colleagues are Lauren Seaman, SHRM-CP,Shannon Jenkins,Paul Moretti,
Bryan Peebles's latest job experience is Financial Advisor at Cerity Partners LLC
Bryan Peebles's latest education in Western Kentucky University