Kentucky Planning Partners

Financial Services • Hurstbourne, Kentucky, United States • 21-50 Employees

Company overview

Headquarters	9300 Shelbyville Road, 1310, Louisville, Kentucky 40222, US
Phone number	+15023940414
Website	kpp-lpl.com
NAICS	52
SIC	628
Employees	21-50
Socials

Key Contacts at Kentucky Planning Partners

Rob Davenport

Ceo

Bill Ralston

Director Of Corporate Retirement Planning Services, Investment Advisor Representative

Robby Davenport

Marketing Director

Kentucky Planning Partners Email Formats

Kentucky Planning Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@lpl.com	100%

About Kentucky Planning Partners

In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write a detailed financial plan, Kentucky Planning Partners, LLC financial associates are trained to help. Our financial services representatives take the necessary time to educate our clients so informed decisions can be made for years to come through their affiliation with LPL Financial. Our representatives offer fee-based financial planning that is delivered in an easy to understand manner, fee-based wealth management, insurance planning, and employee benefits planning. Kentucky Planning Partners, LLC is independent, which is very important in today’s financial services environment. Our representatives are objective and professional and our clients receive personalized advice, always. Representatives from Kentucky Planning Partners, LLC are affiliated with LPL Financial, the nation’s largest independent broker-dealer*. We welcome an introductory meeting and are always here to serve you and your loved ones. That is our continued commitment to you. Respectfully, Robert A. Davenport, CFP®, CLTC® Chief Executive Officer – Kentucky Planning Partners, LLC CERTIFIED FINANCIAL PLANNER ™ Practitioner * As reported in Financial Planning magazine, June 1996-2016, based on revenue.

Kentucky Planning Partners revenue & valuation

Annual revenue	$7,000,000
Revenue per employee	$334,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$22,400,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Kentucky Planning Partners has 14 employees across 3 departments.

Departments

Number of employees

Funding Data

Kentucky Planning Partners has never raised funding before.

Frequently asked questions

Kentucky Planning Partners is located in Hurstbourne, Kentucky, US.

You can reach Kentucky Planning Partners at +15023940414.

Kentucky Planning Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.