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Address:

14300 Willow Grove Circle
Louisville, KY 40245

Phone:

(502)380-9191,Toll Free 1-877-721-5123

Fax/Other:

1(866)664-2415

Your Team

Holly M. Kiper-  AIF® President  

 

Licenses :  Series 7/ 63 licenses, licensed as an independent insurance agent.

Series 7 licensed since 1996.  Accredited Investment Fiduciary® 2015.

Portfolio Manager- includes directing the investment and re-investment of assets in client accounts on a discretionary basis as an investment advisor representative through Sigma Planning Corporation. Customizing investment portfolios for clients based on risk tolerance and investing objectives, monitoring the portfolio's performance on an on-going basis, and re-balances the portfolio as needed due to changes in market conditions and financial circumstances.

Financial Planning and Consulting Services- advice on general issues relating to such topics as financial management, risk management, asset allocation, investment research, estate planning, tax issues, retirement planning, educational funding, goal setting, or other needs. Also includes preparing or updates written segmented or comprehensive financial plans.

Volunteer Experience & Causes

  • National Kidney Foundation

  • Girl Scouts of Kentuckiana

  • Medora Elementary PTA

 

Todd Kiper- AIF® President  Founder 

Licenses: Series 7, 65, 63, and 31,licensed as an independent  insurance agent.

As a financial advisor I customize client accounts based on risk tolerance and objectives. I monitor the portfolio for risk and performance, and rebalance due to changes in market conditions, customer tolerances, and objectives.

I have had a focus on credit markets for 15 years and advise small and medium size firms on their fixed income portfolios. Services include recommendations on security selection, allocation, research and execution. 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck