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Kpp Advisory Services LLC CRD 289507
$1.24B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-03-22 |
Branch Locations
9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Louisville | KY | 03/2014 | Present |
| Kpp Advisory Services Llc | Louisville | KY | 09/2017 | Present |
(1) 03/31/2014 - DBA ONLY - KENTUCKY PLANNING PARTNERS - LOUISVILLE, KY (2) 03/31/2014 - REAL ESTATE RENTAL - REAL ESTATE OWNERSHIP - ORANGE BEACH AL (3) 06/02/2014 - ABZ FINANCIAL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY (4) 11/2/2017 - KPP Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/02/2017 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through KPP Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-19 |
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