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Aaron D Stonecipher

KPP Advisory Services LLC

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About Aaron D Stonecipher

Aaron D. Stonecipher is an investment advisor representative at KPP Advisory Services LLC. Aaron has been in the industry for 1 year and 1 month. Aaron is registered with the state of Kentucky and has passed the Series 65 and Series 63 exams. Aaron's current firm, KPP Advisory Services LLC is based in Louisville, KY and manages over $874 million in assets. The firm offers financial planning, portfolio management, pension consulting and educational seminars.

Firm Information

Aaron Stonecipher is currently registered with KPP Advisory Services LLC. KPP Advisory Services LLC is a Louisville, KY-based registered investment advisor with over $874 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. They specialize in working with high-net-worth individuals and other individuals, and have over 24 licensed agents and investment advisor representatives.
KPP Advisory Services LLC

9300 SHELBYVILLE RD.

LOUISVILLE, KY 40222

$874.25M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Stonecipher’s Registration & Firm History

KY

03/05/2024 - Present

KPP Advisory Services LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 05/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron D Stonecipher.
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