Miles Thomas Moskwa
Investment adviser representative at Kpp Advisory Services LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
12 years in the industry.
- Kpp Advisory Services LLCApr 2023 to now
- Kentucky Planning PartnersApr 2020 to now
- LPL Financial LLCApr 2020 to now
- Que Buenos RestaurantSep 2020 to Mar 2021
- UnemployedNov 2019 to Apr 2020
- Mariah'sAug 2019 to Nov 2019
- StudentAug 2018 to May 2022
- Captains Quarters Riverside GrilleAug 2014 to Aug 2019
- North Oldham High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7250489
- Firm CRD
- 289507