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Current Employers
Bluegrass Financial Planning, Llc

4350 Brownsboro Road Suite 110, Louisville, KY 40207 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-05-20
IN RA APPROVED 2019-05-31
  • KY RA
    APPROVED
    Since 2025-05-20
  • IN RA
    APPROVED
    Since 2019-05-31

Branch Locations

4350 Brownsboro Road Suite 110, Louisville, KY 40207 • 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
Bluegrass Financial Planning, Llc Louisville KY 12/2013 Present
Other Businesses

Part time field hockey coach at Christian Academy of Louisville. Does not require any time during market hours. 5 hours per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-30
  • S65 Uniform Investment Adviser Law Examination
    2014-01-30
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Louisville, KY

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