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PW

Parker S. Whittenburg

RETIREMENT PLANNING SOLUTIONS
Louisville, KY 40220
Some features on this profile are disabled
CRD#: 8028683
PW

Professional summary

Parker Samuel Whittenburg, who also goes by Parker Whittenburg, is a registered financial advisor currently at RETIREMENT PLANNING SOLUTIONS, LLC located in Louisville, Kentucky.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Parker has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Parker Whittenburg

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Samuel Whittenburg's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 11, 2025 - Present

RETIREMENT PLANNING SOLUTIONS, LLC

Office #1: 3432 Stony Spring Circle, Louisville, KY 40220
RIA
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
(9/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/22/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2024
Securities Industry Essentials Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RETIREMENT PLANNING SOLUTIONS, LLC ADV PART 2A (6/4/2025)
RETIREMENT PLANNING SOLUTIONS, LLC ADV PART 2A, APPENDIX 1 - WRAP FEE PROGRAM (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,366
AUM (Assets Under Management)$ 376,782,414

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIREMENT PLANNING SOLUTIONS, LLC

CRD#: 311575Louisville, KY 40220

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