Benjamin Hopper, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner, Investment Advisor Representative
Benjamin Hopper ADV 2(b) Brochure
As a CFP® Professional on the team with Rob Davenport, Ken O’Neil, and Kyle Roy, I find great joy in serving our clientele, whether that be by building a comprehensive financial plan and identifying efficient strategies, providing high touch service to a client relationship, or analyzing an investment portfolio. I help the team study and paint a clear picture of our client’s unique situations. The main areas where we provide value to our clients’ financial lives are in organization, accountability, approach , proactivity, education, and partnership. We will work diligently in our efforts to provide an unparalleled experience here at KPP as we strive to deliver on our promises of providing exceptional service to you and your family.
Formal Education:
Bachelor's of Science in Financial Management - Western Kentucky University, 2019
Professional Designation:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Series 07 held with LPL Financial
Series 66 license held with KPP Advisory Services and LPL.
Registered for Securities in the following states: DE, FL, GA, IL, IN, KS, KY, LA, MI, MN, OH, SC, TN, VT, VA
Registered as IAR in the following states: CA, DE, FL, GA, IL, IN, KS, KY, MI, NC, OH, TX, VA
Life and Health Insurance Licensed in KY
Community Involvement:
Financial Planning Association of Kentuckiana - NexGen Coordinator
Junior Achievement of Kentuckiana - Young Professionals Board Member
St. Margaret Mary Catholic Church
WKU Alumni Association - Greater Louisville Area Chapter
Sigma Phi Epsilon KY Delta at WKU - Alumni Volunteer Corporation - Balanced Man Steward
Personal:
In my spare time I enjoy spending time with friends and family, reading, watching sporting events and TV Shows, going to the gym, and rooting on the St. Louis Cardinals.