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 has been SEC-registered since 2016. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The dataset indicates the firm does not self-identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. Specifics about the firm's advisory or business activities, client focus, and fee structure were not provided in the source data.
Assets & Accounts
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
2 of 2
Edward Mercier
Chief Operation OfficerCRD 1370339
Jeffrey Cusack
Chief Distribution OfficerCRD 1630886
Contacts
3 of 10
Jared Margolies
Director of ComplianceCRD 3201712
Robert Peters
FinOpCRD 1704577
Eric Speece
Senior Regional DirectorCRD 1989613
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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