Martin Lynn Walthers
Investment adviser representative at Kpp Advisory Services LLC
20 yearsExperience
3 statesRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Kpp Advisory Services LLCSep 2017 to now
- LPL Financial LLC (f/k/a Linsco/private Ledger)Nov 2007 to now
- Fh Clarkson Financial Services, IncNov 2007 to Jan 2021
- Robert H.clarkson Financial Services, Inc.Mar 2006 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, TX).
Kpp Advisory Services LLC
$1.2BAssets managed
3,995Clients
22Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2033519
- Firm CRD
- 289507