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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

502-394-0400

 
Dennis Dixon

Dennis Dixon

Investment Advisor Representative

 

Denis Dixon ADV 2(b) Brochure

I believe success should be measured not just by your financial well-being, but by how confident you feel about the future.  My mission is to help you reach your financial goals through a relationship based on personalized advice, backed by a team of professionals who specialize in all aspects of asset management; I have the resources to support all of your financial needs.

 

Formal Education & Experience

Bachelor of Arts – Eastern Kentucky University – Richmond Kentucky

Series 07,66 registrations held with LPL Financial Services

Series 66 license held with KPP Advisory Services

Registered as IAR in the following state: KY

Registered for Securities in the following states:

FL, GA, IN, KY, NY, OH, SC

Financial Advisor with UBS Financial Services – Kentucky 2002-2008

Financial Advisor with Ameriprise Financial – Kentucky 2008-2012

LPL Financial 2012- 2017

KPP Advisory Services 2017-present

 

Personal

I live in Louisville, KY with my wife Kerri and our children, Andrew and Allison.  I am an avid golfer and runner.