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Ladonna Dowdy

Kpp Advisory Services LLC
21 Years of Experience
Clarksville, TN
Broker
View SEC Summary
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Ladonna Dowdy is a registered investment advisor at Kpp Advisory Services LLC, based in Clarksville, TN, with 21 years of industry experience. Ladonna 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

1202 Madison St, Clarksville, TN, 37040

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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 Activities

Ladonna operates under several DBAs and LLCs related to her LPL business and investment advisory services, including Dowdy Financial Group, Dowdy Wealth Services LLC, Kentucky Planning Partners, LLC, KPP Advisory Services LLC, and Dowdy Roy Financial LLP. She also owns rental real estate. Ladonna spends about half her time on KPP Advisory Services LLC.

Employment History
Current Registrations
Kpp Advisory Services LLC
March 2022 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
March 2022 - Present · 4 yrs 8 mos
Previous Registrations
LPL Financial LLC
November 2025 - July 2026 · 8 mos
LPL Financial LLC
March 2022 - March 2022 · 0 mos
Raymond James Financial Services Advisors, INC
January 2013 - March 2022 · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2012 - March 2022 · 9 yrs 3 mos
Morgan Keegan & Company, INC.
June 2007 - December 2012 · 5 yrs 6 mos
Morgan Keegan & Company, INC.Broker
February 2007 - December 2012 · 5 yrs 10 mos
Amsouth Investment Services, INC.Broker
February 2005 - February 2007 · 2 yrs
State Registrations17 states
ALARAZCOFLINKYMIMSNCNHNJNVTNTXWAWI
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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