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KPP ADVISORY SERVICES LLC

LOUISVILLE, KY · CRD 289507 · IAPD ↗ · kpp-lpl.com · 502-394-0400

$1.24BRegulatory AUM
26Advisory reps
37Employees
0Clients
251-500Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — KPP ADVISORY SERVICES LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — KPP ADVISORY SERVICES LLC crossed $1B in regulatory AUM ($874.3M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
July 2025 — KPP ADVISORY SERVICES LLC changed its website from money411.info to kpp-lpl.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2025 — KPP ADVISORY SERVICES LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — KPP ADVISORY SERVICES LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — KPP ADVISORY SERVICES LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
July 2024 — KPP ADVISORY SERVICES LLC changed its website from kpp-lpl.com to money411.info.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2024 — KPP ADVISORY SERVICES LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — KPP ADVISORY SERVICES LLC reported RAUM down 40% ($1.48B -> $880.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
April 2024 — KPP ADVISORY SERVICES LLC notice-filed in MA, NE, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — KPP ADVISORY SERVICES LLC now reports custody of client assets ($388.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.