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. Our financial services representatives take the necessary time to educate our clients so informed decisions can be made for years to come through their affiliation with LPL Financial. Our representatives offer fee-based financial planning that is delivered in an easy to understand manner, fee-based wealth management, insurance planning, and employee benefits planning. Kentucky Planning Partners, LLC is independent, which is very important in today’s financial services environment. Our representatives are objective and professional and our clients receive personalized advice, always. Representatives from Kentucky Planning Partners, LLC are affiliated with LPL Financial, the nation’s largest independent broker-dealer*. We welcome an introductory meeting and are always here to serve you and your loved ones. That is our continued commitment to you. Respectfully, Robert A. Davenport, CFP®, CLTC® Chief Executive Officer – Kentucky Planning Partners, LLC CERTIFIED FINANCIAL PLANNER ™ Practitioner * As reported in Financial Planning magazine, June 1996-2016, based on revenue.
View Top Employees from Kentucky Planning PartnersWebsite | http://www.kpp-lpl.com |
Revenue | $1 million |
Employees | 16 (10 on RocketReach) |
Address | 9300 Shelbyville Road 1310, Louisville, Kentucky 40222, US |
Phone | (502) 394-0400 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Cornerstone Wealth Management, Franz Tatum Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Kentucky Planning Partners employee's phone or email?
The Kentucky Planning Partners annual revenue was $1 million in 2024.
Rob Davenport is the Chief Executive Officer of KPP and Oversee All Operations at the Firm of Kentucky Planning Partners.
10 people are employed at Kentucky Planning Partners.
Kentucky Planning Partners is based in Louisville, Kentucky.
The NAICS codes for Kentucky Planning Partners are [5239, 52, 52393, 523].
The SIC codes for Kentucky Planning Partners are [62, 628].