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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

502-394-0400

 
Angela Zachman

Angela Zachman

Investment Advisor Representative

Angela Zachman ADV 2(b) Brochure

Introduction

I am committed to maintaining the highest standards and professionalism in my client relationships.  My goal is to provide my clients with a true understanding of the investment products I recommend.  I focus on the development, implementation, and monitoring of financial strategies for individuals and businesses.  After working in the industry for 20+ years, I recently joined KPP so that I may offer clients more investment choices. 

Formal Education and Training

Bachelor of Science in Business, Indiana University-1992

Licenses held with LPL Financial:

Series 06,07, 63, and 65 registrations held with LPL Financial

Series 65 license also held with KPP Advisory Services

Life and Health Licenses in KY.

Securities registrations held with LPL Financial in the following states: FL, IN, KY

Registered IAR in the following states:

KY

Experience

PNC Investments-Senior Financial Advisor

First Bank-VP of Investment Division

Integrity Companies-Broker Internal Wholesaler

Bank of Louisville-Branch Manager

Civic Involvement

Ronald McDonald House

Independent Pilots Association Wives Club

Personal

I reside in St. Mathews with my husband and UPS pilot, David.  We have four children, Joshua, and triplets Justin, Jacob, and Abigail.  I enjoy running and traveling with my family & friends.