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Martin Walthers

Kpp Advisory Services LLC
24 Years of Experience
Louisville, KY
BrokerSells Insurance
View SEC Summary
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Martin Walthers is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 24 years of industry experience. Martin 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
—
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Location

9300 Shelbyville Rd Ste. 1310, Louisville, KY, 40222-5170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Martin provides investment advisory services through KPP Advisory Services, LLC, dedicating about a quarter of his time. He is also an independent agent writing fixed life insurance products through General Agency and AgentLink, spending minimal time on these activities.

Employment History
Current Registrations
Kpp Advisory Services LLC
October 2017 - Present · 9 yrs 1 mo
LPL Financial LLC
November 2007 - Present · 19 yrs
LPL Financial LLCBroker
November 2007 - Present · 19 yrs
Previous Registrations
Investment Advisors International, INC.
April 2007 - December 2007 · 8 mos
World Group Securities, INC.Broker
April 2005 - November 2007 · 2 yrs 7 mos
Intersecurities, INC.Broker
July 2000 - July 2003 · 3 yrs
State Registrations6 states
GAINKYOHSCTX
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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