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Kamal Kabra

Retirement Planning Solutions, LLC

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About Kamal Kabra

Kamal Kabra is an investment advisor representative associated with Retirement Planning Solutions, LLC. Kamal Kabra is registered with the state of Kentucky and has passed the Uniform Investment Adviser Law Examination (Series 65). Kamal Kabra has worked in the financial industry for over 23 years and has a history of working in IT management as well as insurance sales. Kamal Kabra offers financial planning and portfolio management services to individuals.

Firm Information

Kamal Kabra is currently registered with Retirement Planning Solutions, LLC. Retirement Planning Solutions, LLC is a financial advisor headquartered in LOUISVILLE, KY. The firm offers a variety of financial planning and portfolio management services, including financial planning, and portfolio management for individuals. The firm manages approximately $285,352,910 in assets for 2,018 clients. They primarily serve individuals and charitable organizations.
Retirement Planning Solutions, LLC

3432 STONY SPRING CIRCLE

LOUISVILLE, KY 40220

$285.35M

Assets Under Management

Not reported

Total Clients

11

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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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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Kamal Kabra’s Registration & Firm History

KY

08/07/2023 - Present

Retirement Planning Solutions, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 07/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kamal Kabra.
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