Kentucky Planning Partners

Q: What is Kentucky Planning Partners's official website?

Kentucky Planning Partners's official website is www.money411.info

Q: What is Kentucky Planning Partners's Revenue?

Kentucky Planning Partners's revenue is <$5 Million

Q: What is Kentucky Planning Partners's SIC code?

Kentucky Planning Partners's SIC: 62,628

Q: What is Kentucky Planning Partners's NAICS code?

Kentucky Planning Partners's NAICS: 52,523

Q: How many employees does Kentucky Planning Partners have?

Kentucky Planning Partners has 1-10 employees

Q: What industry does Kentucky Planning Partners belong to?

Kentucky Planning Partners is in the industry of: Finance , Securities Trading

Q: What is Kentucky Planning Partners competition?

Kentucky Planning Partners top competitors include: Aspen Financial Services , Sunrise Wealth Partners , Retirement Counseling Services , Tiger Investment Services

Q: What technology does Kentucky Planning Partners use?

Some of the popular technologies that Kentucky Planning Partners uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager

Q: How do I contact Kentucky Planning Partners?

Kentucky Planning Partners contact info: Phone number: (502) 394-0400 Website: www.money411.info

Q: What does Kentucky Planning Partners do?

KPP Advisory Services LLC is an independent financial advisory firm that offers a comprehensive range of services including financial planning, investment management, retirement planning, and estate planning. The firm is dedicated to providing personalized strategies tailored to the unique financial challenges faced by individuals at various life s... tages. Their mission emphasizes building trust, honesty, and integrity in client relationships. KPP Advisory primarily serves clients seeking professional guidance to navigate their financial futures. Read More

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

9300 Shelbyville Rd Ste 1310, Louisville...

Phone Number

(502) 394-0400

Website

www.money411.info

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Kentucky Planning Partners

KPP Advisory Services LLC is an independent financial advisory firm that offers a comprehensive range of services including financial planning, investment management, retirement planning, and estate planning. The firm is dedicated to providing personalized strategies tailored to the unique financial challenges faced by individuals at various life stages. Their mission emphasizes building trust, honesty, and integrity in client relationships. KPP Advisory primarily serves clients seeking professional guidance to navigate their financial futures.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Kentucky Planning Partners Org Chart

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William Ralston

Director, Corporate Retirement Planning Servi...

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Leslie Arnold

Director, Marketing

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Michael McCulloch

LPL Registered Representative

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Investment Advisor & Certified Financial Repr...

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Investment Advisor & Representative

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Financial Advisor

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Investment Advisor & Representative

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kentucky Planning Partner...

<$5M

1-10

Private

2005

William RalstonDirector, Corporate Retirement Planning Services & Investment Advisor & Representative

Sunrise Wealth Partners

<$5M

11-50

Private

2014

Meredith HazenFinancial Advisor

Roger & Aaron Ames

<$5M

1-10

Private

1992

Roger AmesCertified Financial Planning Professional

Jeffrey Wealth Management

<$5M

1-10

Private

2010

Jeffrey MyersFounder & Managing Director

Aspen Financial Services

<$5M

11-50

Private

2000

Bud SanftnerCo-Founder & President

Retirement Counseling Ser...

<$5M

1-10

Private

Nell La LondManager, Client Services

Tiger Investment Services

<$5M

1-10

Private

2007

Theodore TigerPrincipal, Branch Manager

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Kentucky Planning Partners Tech Stack

A closer look at the technologies used by Kentucky Planning Partners

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Kentucky Planning Partners

What is Kentucky Planning Partners's official website?

Kentucky Planning Partners's official website is www.money411.info

What is Kentucky Planning Partners's Revenue?

Kentucky Planning Partners's revenue is <$5 Million

What is Kentucky Planning Partners's SIC code?

Kentucky Planning Partners's SIC: 62,628

What is Kentucky Planning Partners's NAICS code?

Kentucky Planning Partners's NAICS: 52,523

How many employees does Kentucky Planning Partners have?

Kentucky Planning Partners has 1-10 employees

What industry does Kentucky Planning Partners belong to?

Kentucky Planning Partners is in the industry of: Finance, Securities Trading

What is Kentucky Planning Partners competition?

Kentucky Planning Partners top competitors include: Aspen Financial Services, Sunrise Wealth Partners, Retirement Counseling Services, Tiger Investment Services

What technology does Kentucky Planning Partners use?

Some of the popular technologies that Kentucky Planning Partners uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager

How do I contact Kentucky Planning Partners?

Kentucky Planning Partners contact info: Phone number: (502) 394-0400 Website: www.money411.info

What does Kentucky Planning Partners do?

What are Kentucky Planning Partners social media links?

Kentucky Planning Partners Facebook page

Is Kentucky Planning Partners a public company?

Kentucky Planning Partners is private company therefore does not currently have an official ticker symbol

See more information about Kentucky Planning Partners

Kentucky Planning Partners Latest Hires and Their Positions

Kentucky Planning Partners is expanding and recently hired new employees. Here are the latest additions to the team.

Sara Porter

Investment Advisor & Representative

Joined May 16, 2026

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