Kpp Advisory Services LLC

Kpp Advisory Services LLC (CRD# 289507) is a financial advisory firm headquartered in Louisville, KY. They manage $880,562,438 in 3,132 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    881
    MILLION
  • Total Number of Accounts
    3,132
    ACCOUNTS
  • Average Account Value
    $281,150
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI

Financial Advisors at Kpp Advisory Services LLC
Showing 1 - 10 of 22 top financial advisors.
1
Bradley G. Barnett
CRD#: 839777
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Bradley Barnett (CRD# 839777) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 42 years of experience in the finance industry.

2
David C. Bugg
CRD#: 2427658
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

David Bugg (CRD# 2427658) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 30 years of experience in the finance industry.

3
Robert A. Davenport
CRD#: 1988964
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Robert Davenport (CRD# 1988964) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 34 years of experience in the finance industry.

4
Ladonna S. Dowdy
CRD#: 4915373
1202 Madison St, Clarksville, TN 37040

Ladonna Dowdy (CRD# 4915373) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Clarksville, TN and has over 19 years of experience in the finance industry.

5
Sonia A. Goforth
CRD#: 2544170
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Sonia Goforth (CRD# 2544170) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 28 years of experience in the finance industry.

6
Paul E. Kohlman
CRD#: 1627664
1010 Lincoln Avenue, Evansville, IN 47714

Paul Kohlman (CRD# 1627664) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Evansville, IN and has over 36 years of experience in the finance industry.

7
Vicki L. Marchand
CRD#: 4381892
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Vicki Marchand (CRD# 4381892) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 22 years of experience in the finance industry.

8
Michael J. McCulloch
CRD#: 5926768
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Michael McCulloch (CRD# 5926768) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 12 years of experience in the finance industry.

9
Kenneth A. O'neil
CRD#: 4510809
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Kenneth O'neil (CRD# 4510809) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 21 years of experience in the finance industry.

10
Eric R. Poole
CRD#: 6267134
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Eric Poole (CRD# 6267134) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 9 years of experience in the finance industry.

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