Kevin Leet, CRC® LPL Financial Planner 502-394-0400

My Philosophy
In my practice, I believe it is critical to provide a unique client experience in the financial planning process. My goal is to make a “powerful difference” in the lives of my clients and to help make their personal and family goals a reality. 

I take pride in being an independent advisor, as it allows unbiased solutions to my client’s financial needs and objectives. In addition to comprehensive financial planning through LPL Financial, I also provide services in 401(k)s, executive benefits planning, group health insurance, and retirement distribution planning.

Formal Education & Experience
Series 6, 7, 63, 65 securities registrations held with LPL Financial, as well as Life and Health licenses in Kentucky, Ohio and Indiana
Securities registration in the following states:  Kentucky, and Indiana
Financial Consultant with Hilliard Lyons – 1996-2005
Financial Advisor with H&R Block Financial 2005-2007
LPL Financial Planner with Kentucky Planning Partners 2007-Present

Professional Credentials
CRC® – Certified Retirement Counselor

Memberships
Southeast Christian Church

Personal
I have been married for 20 years to my wife Cheryl and have one daughter, Ashton, age 11.  My family and I are active in our church and I enjoy hobbies such as strength training and golf.

Securities products and investment advisory services offered through LPL Financial.

A Registered Investment Advisor- Member FINRA/SIPC