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RIA · CRD 289507SEC-Registered

Updated:

KPP Advisory Services LLC

An independent financial planning and wealth management firm in Louisville, KY partnered with LPL Financial | In an age when many individuals and couples...

Overview

An independent financial planning and wealth management firm in Louisville, KY partnered with LPL Financial | In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write a detailed financial plan, Kentucky Planning Partners, LLC financial associates are trained to help. KPP ADVISORY SERVICES LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-16, it reported 29 employees; 3,995 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

Frequently asked questions

What is known about KPP Advisory Services LLC's leadership?

No principals, directors, or investment professionals associated with KPP Advisory Services LLC have been identified through public sources. The firm's management structure is not disclosed.

How does KPP Advisory Services LLC deploy capital?

KPP's investment strategy, asset-class preferences, and direct or indirect investment activity are not documented in any available public record. There are no known portfolio companies, fund commitments, or co-investments attributed to the firm.

Has KPP Advisory Services LLC been involved in any notable transactions?

No material transactions, investments, or business deals involving KPP Advisory Services LLC have been reported in credible financial media, regulatory filings, or industry databases.

Where is KPP Advisory Services LLC located?

The physical address or city of KPP Advisory Services LLC is not publicly listed. The entity does not maintain a public website or office location data.

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