RETIREONE INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 269923
- Registered since
- March 29, 2016
- Website
- simplicityoid.com
Firm profile
FINTRXOverview
Retireone Investment Services, LLC is organized as a limited liability company and is SEC-registered since 2016. FINTRX classifies the firm as unclassified and lists its ownership as both a domestic entity and individual ownership. The snapshot indicates the adviser is not designated as a multi-state adviser and is not newly formed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1jeffrey cusack
Chief Distribution OfficerCRD 1630886
Contacts
3 of 12Robert Peters
FinOpCRD 1704577
Bryce Pych
Registered RepresentativeCRD 6983994
EDWARD MERCIER
PresidentCRD 1370339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 222 S 1st St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ALEXANDER INVESTMENT SERVICES CO.
Broker-DealerLOUISVILLE, KY
JOHNSTONE BROKERAGE SERVICES, LLC
Broker-DealerLOUISVILLE, KY
FIRST KENTUCKY SECURITIES CORP
Broker-DealerLOUISVILLE, KY
PRIVATE CLIENT SERVICES, LLC
Broker-DealerLOUISVILLE, KY
CHURCHILL FINANCIAL, LLC
Broker-DealerLOUISVILLE, KY
NANCY BARRON & ASSOCIATES, INC.
Broker-DealerLexington, KY