Unclaimed Profile

Robert Alan Davenport

KPP ADVISORY SERVICES LLC·LOUISVILLE, Kentucky

SIE, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65CFP25 years registeredKPP ADVISORY SERVICES LLC

9300 SHELBYVILLE RD., LOUISVILLE, KY 40222CRD# 1988964Firm CRD# 289507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Davenport · LOUISVILLE, KY

Registration

CRD #1988964 · KPP ADVISORY SERVICES LLC · 25 years registered

Brand Profile

Not yet started

Career History

KPP ADVISORY SERVICES LLC

Oct 2017 – present

LPL FINANCIAL LLC

Dec 2006 – Mar 2018

LOUISVILLE, KY

AXA ADVISORS, LLC

Jun 2001 – Dec 2002

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 53

Series 63

Series 65

Registration record

First registered · June 1, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2009Customer Dispute·Settled

2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KPP ADVISORY SERVICES LLC

CRD 289507 · SEC 801-111709

AUM

$881M

Regulatory assets under management

Employees

3,132 client accounts

Services offered by KPP ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KPP ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alan Davenport offer?

Robert Alan Davenport specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Robert Alan Davenport's credentials?

Robert Alan Davenport holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Alan Davenport located?

Robert Alan Davenport is based in LOUISVILLE, Kentucky, working with KPP ADVISORY SERVICES LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Robert Alan Davenport charge for services?

Robert Alan Davenport's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KPP ADVISORY SERVICES LLC?

KPP ADVISORY SERVICES LLC has approximately 36 employees and manages $881M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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