ADV2(b) Brochure - Ken O'Neil
Our team delivers comprehensive financial planning, wealth management, risk assessment, and other services for the benefit of our clients. We have a business model that strives to "deliver on our promise" of giving top-notch service and providing advice for life.
My role on the team is to assist our clients with a personalized, comprehensive, needs-based financial strategy designed with the goal of preserving their assets, while at the same time making sure they are properly diversifying their portfolio. I also specialize in income distribution strategies.
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 7, 24, and 66 registrations held with LPL Financial
Series 65 license held with KPP Advisory Services
Registered for Securities in the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV.
Life and Health licenses in FL, IN, KS, KY, MI, TN, OH, TX, WV
Registered as IAR in the following states: CA, DE, FL, GA, IL, IN, KS, KY, MI, NC, OH, TX, VA
Areas of experience include: Small Business Succession Planning, Retirement Planning and Qualified Plan Distribution Options, Financial Needs Analysis, and Asset Allocation and Investment Management
Co-Founder and President- Kentucky Planning Partners, LLC 1/2007
Professional Credentials
CLTC® - Certified in Long Term Care
Indiana LTC Partnership Program Trainer
Civic Involvement
Supports Bellewood Presbyterian Homes for Children, Humane Society, and Cerebral Palsy Foundation.
Personal
I have a son, Ross, age 20 and a daughter Shelby, age 22. I enjoy spending time with my family and friends, bowling, and attending University of Louisville Basketball and Cincinnati Bengals games.