Advisor at KIPI Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KIPI Financial Planning LLC
Location
Columbus, OH 43221
Credentials
CFP®
Industry experience
1 year
Jacob Kipi is a CFP® professional with one year of experience in financial advising. He is the principal of Kipi Financial Planning LLC, an independent firm he founded in 2024. Prior to this, he held roles at The Joseph Group, Designer Brands, Rea & Associates, and Hawktree International. Outside of his advisory work, he operates a small online retail business reselling collectible trading cards. Kipi Financial Planning provides ongoing discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm integrates investment management and financial planning into a single advisory relationship and uses a variety of analytical techniques to construct diversified portfolios across multiple asset classes.
Based on KIPI Financial Planning LLC
$0 - $500,000: 1.00% $500,001+: 0.50%
2029 Riverside Drive, Suite 106
Columbus, OH 43221
Hawaii · Ohio
Kipi Financial Planning
2024 - Present (2 years)
The Joseph Group
2022 - 2024 (2 years)
Designer Brands
2021 - 2022 (1 year)
Rea & Associates
2018 - 2021 (3 years)
Studying for and passing CPA exam
2017 - 2018 (1 year)
Hawktree International
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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