Angela Zachman
Angela Zachman is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 28 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
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Regulatory History (1)
Customer Dispute
September 2024Other Business Activities
Angela operates under the DBA Kentucky Planning Partners and owns rental real estate in Orange Beach, AL. She is also an IAR with KPP Advisory Services LLC, an independent investment advisor firm, dedicating about a quarter of her time to providing investment advisory services.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Uvest Financial Services Group, INC.Broker
Touchstone Securities, INC.Broker
Arm Securities CorporationBroker
State Registrations5 states
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.