ARGI Financial Group, a Louisville-based wealth management firm, plans to buy another Louisville based financial firm, KD Fiduciary Asset Management.

Kristin Dunlevy, head of KD Fiduciary Management, is expected to join ARGI as qualified plan-services manager.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Dunlevy has more than 25 years of experience in the financial industry and founded KD two years ago.

ARGI senior partner Ron Butt said: "The purchase of KD will enable ARGI to provide investment advice for companies with qualified plans that have from US$25 million to US$100 million in assets.

"Initially, they considered a collaboration, Butt said, but later decided a combined firm could offer more services with greater efficiency," Butt added.

Terms of the purchase are not being disclosed; it is expected to become final on 31 July 2013.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.