Broker Check

Louisville, KY

Kentucky Planning Partners

9300 Shelbyville Road Suite 1310

Louisville, KY 40222

Phone:(502) 394-0400

Mon-Thurs: 8:00 AM-5:00 PM
Fri: 8:00 AM-4:30 PM

Bradley Barnett

Bradley G. Barnett, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative

David Bugg

David Bugg

Investment Advisor Representative

Rob Davenport

Rob Davenport, CFP®, CLTC®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Chief Executive Officer

Dennis Dixon

Dennis Dixon

Investment Advisor Representative

Sonia Goforth

Sonia Goforth

Chief Compliance Officer

Benjamin Hopper

Benjamin Hopper, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative

Vicki Marchand

Vicki Marchand

Investment Advisor Representative

Michael  McCulloch

Michael McCulloch, CFP®, MBA, CRPS®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative

Miles Moskwa

Miles Moskwa

Administrative Assistant

Ken O'Neil

Ken O'Neil, CLTC®

President, Investment Advisor Representative

Eric Poole

Eric Poole, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative

Sara Porter

Investment Advisor Representative

Whayne Porter

Whayne Porter, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative

William Ralston

William L. Ralston, III, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Director of Corporate Retirement Planning Services

Kyle Roy

Kyle Roy, CRPC®

Investment Advisor Representative

Jeannie Samdani

Jeannie Samdani, CMFC®

Investment Advisor Representative

Martin Walthers

Martin Walthers

Investment Advisor Representative

Thomas Wright

Thomas M. Wright

Investment Advisor Representative

AnnMarie Young

AnnMarie Young

Operations / Office Manager

Angela  Zachman

Angela Zachman

Investment Advisor Representative

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