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).

Current Firm Details
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222
https://www.facebook.com/kentuckyplanningpartners
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 21 - 22 of 22 top financial advisors.
21
Aaron Stonecipher, financial advisor Louisville KY
Aaron D. Stonecipher
CRD#: 6021596
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222

Aaron Stonecipher (CRD# 6021596) 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.

22
Derrick Vickery, financial advisor Somerset KY
Derrick Vickery
CRD#: 7408049
406 E. Mt. Vernon St., Somerset, KY 42501

Derrick Vickery (CRD# 7408049) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Somerset, KY and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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