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Angela Zachman

Kpp Advisory Services LLC
28 Years of Experience
Louisville, KY
1 DisclosureBroker
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Angela Zachman is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 28 years of industry experience. Angela 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 (1)
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
September 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2017 - Present · 9 yrs 1 mo
LPL Financial LLC
March 2014 - Present · 12 yrs 8 mos
LPL Financial LLCBroker
March 2014 - Present · 12 yrs 8 mos
Previous Registrations
LPL Financial LLC
March 2014 - February 2018 · 3 yrs 11 mos
PNC InvestmentsBroker
January 2004 - March 2014 · 10 yrs 2 mos
PNC Investments
January 2004 - March 2014 · 10 yrs 2 mos
Hilliard Lyons Asset Management
November 2003 - January 2004 · 2 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
September 2003 - January 2004 · 4 mos
Uvest Financial Services Group, INC.Broker
December 2002 - July 2003 · 7 mos
Touchstone Securities, INC.Broker
April 2000 - November 2002 · 2 yrs 7 mos
Arm Securities CorporationBroker
September 1997 - April 2000 · 2 yrs 7 mos
State Registrations5 states
FLGAINKYMN
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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