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KPP ADVISORY SERVICES LLC
KPP ADVISORY SERVICES LLC
LOUISVILLE, Kentucky
·
2 registered advisors
·
CRD# 289507
SEC# 801-111709
13
502-394-0400
01
Firm Overview
AUM
$881M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KPP ADVISORY SERVICES LLC
2 registered advisors
Kenneth Alvin O'neil
LOUISVILLE, Kentucky
CRD# 4510809
Robert Alan Davenport
LOUISVILLE, Kentucky
CFP
CRD# 1988964
05
Office Locations
LOUISVILLE, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. KPP ADVISORY SERVICES LLC (CRD# 289507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.