Cerity Partners LLC logo

Cerity Partners LLC Employee Directory

Financial ServicesKentucky, United States201-500 Employees

Cerity Partners LLC is a mid-sized financial services firm based in Louisville, Kentucky. It provides a broad set of financial guidance and management services for individuals and businesses, including personal financial planning, investment management, corporate financial solutions, retirement plan services, business advisory services, insurance, tax, and trust services. These services are delivered through a network of affiliated entities under ARGI Financial Group LLC, such as ARGI Investment Services, LLC; ARGI CPAs and Advisors, PLLC; SCA CPAs and Advisors, PLLC; ARGI Business Services, LLC; and Advisor Insurance Solutions, LLC, with trust services provided by ARGI Trust, a division of Advocacy Trust LLC. The firm maintains a web presence at argi.net.

In 2022, ARGI expanded its offices to 310 Ring Road, including relocating its Elizabethtown office to that location, signaling regional growth within the ARGI-affiliated network. This development reflects the organization’s multi-location footprint in Kentucky and its affiliate-based structure for delivering its service offerings.

Find Cerity Partners LLC employees' phone numbers or email addresses

Cerity Partners LLC Global Highlights

Location
Employees

North America
128

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  • United States Of America
    128

Europe
2

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  • France
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Cerity Partners LLC's Leadership

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    B. S.
    Partner
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    D. R.
    Wealth Advisor And Partner At Cerity Partners
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    J. L.
    Partner
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    J. R. C.
    Owner Managing Partner
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    K. E.
    Partner
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  • Stylized image of a person
    L. S.
    Partner
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  • Stylized image of a person
    R. S.
    Partner
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  • Stylized image of a person
    R. A.
    Partner
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Cerity Partners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Finance
  • Community & Social Services
  • Other

Contact profiles from Cerity Partners LLC

Name
Title
Contact Info
Location
Last Update
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    L. A. S.
    Retirement Plan Services Administrative Manager
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    Oct 22, 2024
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    R. B.
    Portfolio Manager
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    Oct 23, 2024
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    S. K.
    Senior Manager
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    Oct 16, 2024
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    T. N.
    Client Account Manager
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    Oct 22, 2024
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    A. S.
    Senior Associate
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    Oct 22, 2024
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    B. P.
    Senior Associate
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    Oct 17, 2024
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    B. K.
    Senior Associate
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    Oct 16, 2024
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    B. A.
    Senior Tax Advisor
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    Oct 23, 2024
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    B. D.
    Senior Accountant
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    Oct 22, 2024
  • Stylized image of a person
    B. P.
    Senior Associate
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    Aug 05, 2024

Frequently Asked Questions

What is Cerity Partners LLC known for?

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Cerity Partners LLC was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cerity Partners LLC's company overview page for more information.

What is Cerity Partners LLC's most common email format?

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Cerity Partners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cerity Partners LLC email formats with LeadIQ.

How many employees does Cerity Partners LLC have currently?

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Cerity Partners LLC has approximately 240 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Cerity Partners LLC's key employees and leadership?

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As of July 2026, Cerity Partners LLC's key employees include:

  • Partner: B. S.
  • Wealth Advisor And Partner At Cerity Partners: D. R.
  • Partner: J. L.
  • Owner Managing Partner: J. R. C.
  • Partner: K. E.

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