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CFP
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CFP

Bradley Barnett

Kpp Advisory Services LLC
49 Years of Experience
Louisville, KY
1 DisclosureBroker
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Bradley Barnett is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 49 years of industry experience. Bradley 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
November 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bradley operates under the DBA Kentucky Planning Partners for his LPL business since 2010. He also works as a driver for Uber and Lyft, dedicating about 10-20% of his time to each. Bradley provides investment advisory services through KPP Advisory Services LLC, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Kpp Advisory Services LLC
October 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2010 - February 2018 · 7 yrs 2 mos
Ameriprise Financial Services, INC.Broker
October 2009 - December 2010 · 1 yr 2 mos
Ameriprise Financial Services, INC.
October 2009 - December 2010 · 1 yr 2 mos
Ameriprise Advisor Services, INC.
November 2007 - October 2009 · 1 yr 11 mos
Ameriprise Advisor Services, INC.Broker
November 2007 - October 2009 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - November 2007 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - November 2007 · 1 yr 8 mos
Advest, INC.Broker
May 1994 - March 2006 · 11 yrs 10 mos
Smith Barney Shearson INC.Broker
July 1993 - May 1994 · 10 mos
Lehman Brothers INC.Broker
March 1988 - July 1993 · 5 yrs 4 mos
E. F. Hutton & Company INCBroker
March 1981 - March 1988 · 7 yrs
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - April 1981 · 1 yr 3 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
June 1977 - January 1980 · 2 yrs 7 mos
State Registrations10 states
FLINKYMONCNYOHPASCTX
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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