Broker Check
Benjamin Hopper, CFP®

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, Andrew Cusick, Miles Moskwa, & AnnMarie Young, 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 our 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, proactivity, education, and partnership. We will work diligently in our efforts to provide an unparalleled experience at KPP, as we strive to deliver on our promise of providing exceptional service to you and your family.

Formal Education:

Bachelor's of Science in Financial Management - Western Kentucky University, 2019

Financial Planning Professional Certificate - Western Kentucky University, 2019 

Business Data Analytics Professional Certificate - 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: AL, AZ, CO, DE, FL, GA, IL, IN, KS, KY, LA, MI, MN, NC, NJ, NV, OH, OR, SC, TN, VT, VA, WI

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 - Sponsorship Chair

Sigma Phi Epsilon KY Delta at WKU - Alumni Volunteer Corporation - Chapter President 

St. Margaret Mary Catholic Church - Parishioner

WKU Alumni Association - Greater Louisville Area Chapter

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.