Bowling Green, KY Office

Team
Updated today
Cerity partners LLC logo

Cerity partners LLC

Enterprise

Firm-wide stats for Cerity partners LLC

Total advisors

752

Across 97 offices

Clients per advisor

33 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals (including high-net-worth and ultra-high-net-worth), families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and other institutional investors. Services described in the brochure include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax planning and preparation, insurance placement and access to alternative and private-market investments.

The firm builds client programs through tailored asset-allocation, manager selection and periodic rebalancing, using proprietary quantitative screens alongside third‑party managers and individual securities as appropriate. Cerity Partners operates multiple private‑markets offerings (including PMAI/PMI and a PDI Program), organizes certain private investments into series under PMOF, and discloses that its PDI program now invests through BlueArc under a fee‑sharing arrangement — matters that affect due diligence, conflicts and valuation practices described in the brochure.

Compared with many large advisers, Cerity Partners maintains an affiliated pension consulting practice (Cerity Partners Retirement Plan Advisors / RPC/CPIC) that provides ERISA fiduciary and plan design services and an affiliated broker‑dealer (CP Client Solutions, FINRA‑member) that offers variable and private‑placement insurance and annuity products through registered representatives who may receive commissions. The firm also operates an affiliated insurance agency (CP Risk Management), a venture unit (CP Ventures) and a co‑investment vehicle, and discloses a strategic partnership and minority equity investment in Nasdaq Private Market (and a referral arrangement with SecondMarket), each of which the brochure identifies as creating potential conflicts of interest to be considered.

Based on Cerity partners LLC

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy

Based on Cerity partners LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Cerity partners LLC

Location

1048 Ashley Street, Unit 301

Bowling Green KY 42103

Advisors at this office

5

Advisors at this office

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Robert T

CFP®, Series 65

Bowling Green, KY

Cerity partners LLC

Robert Tittle is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently with Cerity Partners LLC in Bowling Green, KY, having previously worked at ARGI Investment Services from 2015 to 2023. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Tyler C

CFP®, Series 65

Bowling Green, KY

Cerity partners LLC

Tyler Curry is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and has a background that includes five years at Western Kentucky and four years at Muhlenburg County High School. Outside of his advisory role, he is also active as a musician. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides comprehensive wealth management services with a focus on diversified asset allocation and offers access to alternative and private-market investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Tanner R

Series 65

Bowling Green, KY

Cerity partners LLC

Tanner Redmon is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Western Kentucky University and The Home Depot. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Jason S

CFP®, Series 65

Bowling Green, KY

Cerity partners LLC

Jason Simpson is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Cerity Partners LLC, where he has been since 2023, following eight years at ARGI Investment Services. He is based in Bowling Green, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Indudeep C

Series 66

Bowling Green, KY

Cerity partners LLC

Indudeep Chhachhi is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Cerity Partners since 2023, following a 13-year tenure at ARGI Investment Services, LLC. In addition to his advisory role, he is an associate professor and department chair at Western Kentucky University, where he teaches finance and oversees departmental administration. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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