Thomas Michael Wright

Employer firm

Kpp Advisory Services LLC CRD 289507

$1.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial Llc
  Louisville, KY
• 09/2017 → Present
  Kpp Advisory Services Llc
  Louisville, KY

Previous Registrations

• 2009-10-05 → 2012-06-11
  Ameriprise Financial Services, Llc
  Louisville, KY
• 2009-01-21 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Louisville, KY
• 2006-07-31 → 2009-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY

Other Businesses

1. 05/29/2012 - KENTUCKY PLANNING PARTNERS/ DBA ONLY/ LOUISVILLE, KY. 2. 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.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-28
• S63 Uniform Securities Agent State Law Examination
  2004-05-13