Ken O'Neil, CLTC® President LPL Financial Planner LPL Registered Principal 502-394-0400

My Philosophy
Being a business owner for over 10 years, I understand the risks and unique challenges facing owners in trying to create a comprehensive business plan.  That is why it is my mission to help educate other small business owners and individuals for financial confidence and independence.

It is my genuine interest in working with my clients to design personalized, comprehensive, needs-based financial strategies to help them protect their assets, while at the same time making sure they are properly diversifying their portfolio.

Formal Education & Experience
Master of Science Degree in Safety and Health Engineering – Murray State University, 1990
Bachelor of Science Degree in Secondary Education – Murray State University, 1990
Associate of Science Degree in Industrial Design – Murray State University, 1989

Series 07, 24, and 26, securities registrations held with LPL Financial along with Life and Health licenses in CO, IN, KY, MD, MI, MO, OH, TX.
Securities registration in the following states:  AZ, CO, FL, IN, KY, MI, MO, MS.

Areas of experience include:  Small Business Succession Planning, Retirement Planning and Qualified Plan Distribution Options, Financial Needs Analysis, and Asset Allocation and Investment Management
Founder and Senior Vice President- Kentucky Planning Partners, LLC 1/2007

Professional Credentials
CLTC® - Certified in Long Term Care
Indiana LTC Partnership Program Trainer

Civic Involvement
Support Bellewood Presbyterian Homes for Children, Humane Society, and Cerebral Palsy Foundation.

Personal
I have a son, Ross, age 14 and a daughter Shelby, age 16.  I enjoy spending time with my family and friends, bowling, and going to University of Louisville Basketball games and Cincinnati Bengals games.