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Angela Zachman

Angela Zachman

Investment Advisor Representative

Angela Zachman ADV 2(b) Brochure´╗┐


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, GA, IN, KY, MN

Registered IAR in the following state: FL, GA, IN, KY


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


I reside in prospect with four children, Joshua, and triplets Justin, Jacob, and Abigail.  I enjoy running and traveling with my family & friends.