William Charles Allen

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

• 03/2021 → 12/2023
  Brett Construction/Setzer Properties
  Lexington, KY
• 01/2020 → 09/2024
  Full Time Student Athlete In Entirety Of College Career
  Lexington, KY
• 12/2023 → 06/2024
  Meridian Wealth Management
  Lexington, KY
• 12/2013 → 03/2021
  Student
  Lexington, KY
• 01/2024 → 09/2024
  University Of Kentucky
  Lexington, KY
• 09/2024 → Present
  Lpl Financial Llc
  Somerset, KY
• 01/2026 → Present
  Kpp Advisory Services Llc
  Lexington, KY
• 01/2026 → Present
  Kentucky Planning Partners
  Lexington, KY

Other Businesses

1) 08/23/2024 - Kentucky Planning Partners - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location(s) 2) Wyatt Real Estate Investments, LLC; Owner/Sole member; Investment Related; 3025 Tates Creek Road Lexington KY 40502; 2023-12-06; 0 Hours per month devoted to business during trading hours; 3 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23

Other Names

• William Allen
• Beau Allen
• William Charles Allen