Broker Check

9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

Login
 

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, held with LPL Financial

Series 65 license held with KPP Advisory Services

Life and Health Licenses in KY.

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

Registered IAR in the following state: 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.