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Abigail Ann Kovach

Abby Kovach Financial Planning, LLC

Lafayette, CO

CRD 5747809

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Employer firm

Abby Kovach Financial Planning, LLC CRD 152773

35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Abby Kovach Financial Planning, Llc

401 E Simpson St., Lafayette, CO 80026 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2010-10-29
  • CO RA
    APPROVED
    Since 2010-10-29

Branch Locations

401 E Simpson St., Lafayette, CO 80026 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abby Kovach Financial Planning, Llc Lafayette CO 12/2009 Present
Other Businesses

Abby Kovach is sole member and owner of Red Dog Property, LLC (RDP, LLC). Ms. Kovach founded RDP, LLC on 3/25/2021 to own office space that it will lease to Abby Kovach Financial Planning, LLC. RDP, LLC may also lease space to other individuals or businesses not affiliated in any way with Abby Kovach Financial Planning, LLC. Other than owning an office property, RDP, LLC is not investment-related. Its principal address is 401 E Simpson St., Lafayette, CO 80026. Ms. Kovach will spend approximately 5 hours per month on property management outside of securities trading hours. Abby Kovach is also a minority owner and member of GPN Alliance (GPNA), a member corporation. GPNA was formed to support and advance the vision making competent, objective financial advice accessible to the public through its ownership and operation of the Garrett Planning Network. Its members include Garrett Planning Network members as well as other industry leaders passionate about delivering Fee-Only, Advice-Only, Accessible financial planning services. It is located at 1411 Rosedale Ave., Durham, NC 27707. Abby became a member in July, 2024 and spends less than 1 percent of her time per month providing input and feedback, outside of trading hours. GPNA provides no dividends or other forms of profit sharing to its members.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-29
  • S65 Uniform Investment Adviser Law Examination
    2010-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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