William Charles Allen
Investment adviser representative at Kpp Advisory Services LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Kentucky Planning PartnersJan 2026 to now
- Kpp Advisory Services LLCJan 2026 to now
- LPL Financial LLCSep 2024 to now
- University of KentuckyJan 2024 to Sep 2024
- Meridian Wealth ManagementDec 2023 to Jun 2024
- Brett Construction/setzer PropertiesMar 2021 to Dec 2023
- Full Time Student Athlete In Entirety of College CareerJan 2020 to Sep 2024
- StudentDec 2013 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7982041
- Firm CRD
- 289507