KK
Kamal Kabra
RETIREMENT PLANNING SOLUTIONS
Louisville, KY 40220
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CRD#: 7790861
KK
Professional summary
Kamal Kabra is a registered financial advisor currently at RETIREMENT PLANNING SOLUTIONS, LLC located in Louisville, Kentucky.
Kamal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kamal has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
1) Humana; Non-Investment Related; 500 W. Main St, Louisville, KY, 40202; Corporation; IT Operations Manager; Start Date: 5/15/2000; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; IT Professional 2) World Financial Group Insurance Agency, LLC; Non-Investment Related; 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30097; LLC; Insurance Agent; Start Date: 7/2/2021; 4 hours devoted monthly; 4 hours devoted monthly during trading hours; Offering insurance solutions to clients 3) Riav Ventures LLC; Non-Investment Related; 6204 Burnham PL, Prospect, KY 40059; LLC; Backend Support; Start Date: 5/26/2010; 4 hours devoted monthly; 0 hours devoted during trading hours; Great Clips franchisee primarily owned and operated by spouse Mamata Kabra 4) SAI Gold LLC; Investment-Related; 4030 Wake Forest RD, STE 349, Raleigh, NC 27609; LLC; Owner - 50%; Start Date: 3/27/2023; 0 hours devoted monthly; 0 hours devoted during trading hours; Real Estate Investment 5) SAI Broadway LLC; Investment-Related; 6204 Burnham PL, Prospect, KY 40059; LLC; Owner - 50%; Start Date: 11/18/2019; 0 hours devoted monthly; 0 hours devoted during trading hours; Real Estate Investment
CRS (Client Relationship Summary) - RIA
Click below to view Kamal Kabra'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®
NoneExperience
Current
August 7, 2023 - Present
RETIREMENT PLANNING SOLUTIONS, LLC
Office #1: 3432 Stony Spring Circle, Louisville, KY 40220RIA
CRD#: 311575
Louisville, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RETIREMENT PLANNING SOLUTIONS, LLC
CLOVER WEALTH PARTNERS | RPS ADVISORY SOLUTIONS, LLC | RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575 / SEC#: 801-119926
RIA
Registered Investment Advisory firm - (12/4/2020 Approved)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
Kentucky(8/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RP
RETIREMENT PLANNING SOLUTIONS, LLC
CLOVER WEALTH PARTNERS | RPS ADVISORY SOLUTIONS, LLC | RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575 / SEC#: 801-119926
RIA
Registered Investment Advisory firm - (12/4/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3432 Stony Spring Circle, Louisville, KY 40220
Mailing Address
Phone number
(502) 499-5668
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,366 |
| AUM (Assets Under Management) | $ 376,782,414 |
Red Flags
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Company Information
RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575Louisville, KY 40220TRUST BUT VERIFY
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