Abigail A. Kovach
ABBY KOVACH FINANCIAL PLANNING
Lafayette, CO 80026
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CRD#: 5747809
Professional summary
Abigail Ann Kovach, CFP® is a registered financial advisor currently at ABBY KOVACH FINANCIAL PLANNING, LLC located in Lafayette, Colorado.
Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Abigail has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Abby Kovach is sole member and owner of Red Dog Property, LLC (RDP, LLC). Ms. Kovach founded RDP, LLC on 3/25/2021 to own office space that it will lease to Abby Kovach Financial Planning, LLC. RDP, LLC may also lease space to other individuals or businesses not affiliated in any way with Abby Kovach Financial Planning, LLC. Other than owning an office property, RDP, LLC is not investment-related. Its principal address is 401 E Simpson St., Lafayette, CO 80026. Ms. Kovach will spend approximately 5 hours per month on property management outside of securities trading hours. Abby Kovach is also a minority owner and member of GPN Alliance (GPNA), a member corporation. GPNA was formed to support and advance the vision making competent, objective financial advice accessible to the public through its ownership and operation of the Garrett Planning Network. Its members include Garrett Planning Network members as well as other industry leaders passionate about delivering Fee-Only, Advice-Only, Accessible financial planning services. It is located at 1411 Rosedale Ave., Durham, NC 27707. Abby became a member in July, 2024 and spends less than 1 percent of her time per month providing input and feedback, outside of trading hours. GPNA provides no dividends or other forms of profit sharing to its members.
CRS (Client Relationship Summary) - RIA
Click below to view Abigail Ann Kovach's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
October 29, 2010 - Present
ABBY KOVACH FINANCIAL PLANNING, LLC
Office #1: 401 E Simpson St., Lafayette, CO 80026RIA
CRD#: 152773
Lafayette, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(10/29/2010)
Current Firm
AK
ABBY KOVACH FINANCIAL PLANNING, LLC
ABBY KOVACH FINANCIAL PLANNING, LLC
CRD#: 152773 / SEC#:
Colorado
Registered Investment Advisory firm - (10/29/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 E Simpson St., Lafayette, CO 80026
Mailing Address
Phone number
(303) 929-5387
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
ABBY KOVACH FINANCIAL PLANNING, LLC
CRD#: 152773Lafayette, CO 80026TRUST BUT VERIFY
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