Miles Moskwa (CRD# 7250489) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 2 years of experience in the finance industry.
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
CRD# 1753788
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kentucky Planning Partners | Louisville, KY | Apr 2020 - Current | 4 |
| Lpl Financial LLC | Louisville, KY | Apr 2020 - Current | 4 |
| Student | Bowling Green, KY | Aug 2018 - May 2022 | 3 |
| Que Buenos Restaurant | Bowling Green, KY | Sep 2020 - Mar 2021 | < 1 |
| Unemployed | Goshen, KY | Nov 2019 - Apr 2020 | < 1 |
| Mariah's | Bowling Green, KY | Aug 2019 - Nov 2019 | < 1 |
| Captains Quarters Riverside Grille | Prospect, KY | Aug 2014 - Aug 2019 | 5 |
| North Oldham High School | Goshen, KY | Aug 2014 - May 2018 | 3 |
| North Oldham Middle School | Goshen, KY | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Nov 2022 |
- KY
-
Total Assets Under Management881MILLIONS
-
Total Number of Accounts3,132ACCOUNTS
-
Average Account Value$281,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI
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