JK
Jacob K. Kipi
KIPI FINANCIAL PLANNING LLC
GALLOWAY, OH 43119
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CRD#: 7983099
JK
Professional summary
Jacob Kaniela Kunio Kipi is a registered financial advisor currently at KIPI FINANCIAL PLANNING LLC located in Galloway, Ohio.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 1 firm .
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.
Jacob Kaniela Kunio Kipi is a CPA. He will not offer these services to KFP clients. Jacob Kaniela Kunio Kipi completes approximately ten tax returns each year for friend and family.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Kaniela Kunio Kipi'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
September 19, 2024 - Present
KIPI FINANCIAL PLANNING LLC
Office #1: 1025 Beaujolais Pl, Galloway, OH 43119RIA
CRD#: 333112
GALLOWAY, OH
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
Hawaii(3/28/2025)
IAR
Ohio(9/19/2024)
Exams
Current Firm
KF
KIPI FINANCIAL PLANNING LLC
KIPI FINANCIAL PLANNING LLC
CRD#: 333112 / SEC#:
Hawaii
Registered Investment Advisory firm - (3/7/2025 Approved)Ohio
Registered Investment Advisory firm - (9/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2029 Riverside Drive Suite 106, Columbus, OH 43221
Mailing Address
Phone number
(614) 401-6444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 5,957,107 |
Red Flags
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