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 a limited liability company that registered with the SEC in 2016. FINTRX classifies the firm as unclassified and lists its owner type as a domestic entity and individual. The snapshot in the dataset does not include a description of the firm's advisory activities, fee schedule, or client segments, so public-facing detail on how the business positions its services or the types of clients it targets is not available in this record.
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 1
Jeffrey Cusack
Chief Distribution OfficerCRD 1630886
Contacts
3 of 12
Robert 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
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