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RD
CFP
RD
CFP

Robert Davenport

Kpp Advisory Services LLC
36 Years of Experience
Louisville, KY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Davenport is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 36 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.

Kpp Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,995 clients
Average Client Portfolio
$311K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Settled
Customer Dispute
July 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an IAR for Kentucky Planning Partners, LLC and KPP Advisory Services LLC, dedicating about a quarter of his time to the latter. He also participates in fixed insurance cases through Kentucky Planning Partners and sells fixed life insurance through Levinson and Associates, spending minimal time on each, and has ownership in two property LLCs.

Employment History
Current Registrations
Kpp Advisory Services LLC
October 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
December 2006 - Present · 19 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2006 - March 2018 · 11 yrs 3 mos
New England SecuritiesBroker
June 2005 - December 2006 · 1 yr 6 mos
AXA Advisors, LLC
June 2001 - December 2002 · 1 yr 6 mos
AXA Advisors, LLCBroker
November 1989 - May 2005 · 15 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1989 - January 2000 · 10 yrs 2 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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