Kevin Carson Costello

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 10/2020
  Argi Investment Services
  Louisville, KY
• 04/2018 → 11/2018
  Republic Bank
  Louisville, KY
• 01/2017 → 04/2018
  Vanmeter Insurance
  Bowling Green, KY
• 06/2016 → 01/2017
  Bowling Green Hot Rods
  Bowling Green, KY
• 10/2020 → 03/2021
  Amerisave Mortgage Corporation
  Louisville, KY
• 06/2021 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2021-12-22 → 2023-04-24
  Cerity Partners Ocio Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-22

Other Names

• Kevin Costello