Advisors at this firm
Kamal K
Series 65
Louisville, KY
Retirement Planning Solutions, LLC
Kamal Kabra is a financial advisor at Retirement Planning Solutions, LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as an IT Operations Manager at Humana, a role he has held since 2000. Kamal is also involved in insurance services through World Financial Group Insurance Agency, LLC, dedicating a small portion of his time to this activity. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolio construction with a fiduciary approach and includes a specialized division serving amateur and professional athletes.
John H
Series 66
Louisville, KY
Retirement Planning Solutions, LLC
John Hutchins is a financial advisor with Retirement Planning Solutions, LLC in Louisville, KY, holding a Series 66 credential and 16 years of industry experience. He has worked at several firms, including LPL Financial LLC and First Allied Securities, LLC. Outside of his advisory work, Hutchins is involved in coaching lacrosse at the high school level. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary, constructing customized portfolios using fundamental, technical, and charting analysis with flexibility for shorter-term trading.
Peter G
Series 63, Series 65
Louisville, KY
Retirement Planning Solutions, LLC
Peter Gaughan is a financial advisor with Retirement Planning Solutions, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at Raymond James and Silver Oak Securities. Outside of his advisory role, he owns and manages Peter J. Gaughan LLC, a business focused on administrative and budgeting support. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a division serving amateur and professional athletes. The firm operates as a fiduciary, offering customized portfolios using fundamental, technical, and charting analysis with ongoing monitoring and internal due diligence.
Noah E
CFP®, Series 63, Series 65
Louisville, KY
Retirement Planning Solutions, LLC
Noah Ellison is a CFP® with three years of industry experience, currently with Retirement Planning Solutions, LLC in Louisville, KY. He has worked at Silver Oak Securities, Inc. since 2023 and has a background that includes roles at Indiana State University and Purdue University. Outside of his advisory role, he is also a licensed life insurance agent, recommending and writing life insurance policies. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary, offering customized portfolios that blend fundamental, technical, and charting analysis with flexibility for shorter-term trading as needed.
Marc N
Series 63, Series 66
Louisville, KY
Retirement Planning Solutions, LLC
Marc Noonan is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at several firms, including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of advising, he serves as a notary public and is the owner and president of Noonan Enterprises. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a specialized division for amateur and professional athletes. The firm operates as a fiduciary, offering customized portfolios based on fundamental, technical, and charting analysis, along with ongoing investment monitoring and financial planning support.
Michael E
Series 63, Series 65
Louisville, KY
Retirement Planning Solutions, LLC
Michael Ellison is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services, First Allied Securities, and Magnate Advisory Services. Outside of advising, he is involved in real estate as an owner, broker, and developer through MJE Enterprises LLC. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a fiduciary approach, constructing customized portfolios that combine fundamental, technical, and charting analyses.
Lawrence C
Series 63, Series 65
Louisville, KY
Retirement Planning Solutions, LLC
Lawrence Carter is a financial advisor at Retirement Planning Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as an advisor to the board of a local condo association and provides notary services to personal clients. Retirement Planning Solutions, LLC offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, and provides ongoing investment monitoring and review.
Rodney B
Series 63, Series 66
Louisville, KY
Retirement Planning Solutions, LLC
Rodney Brooks is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked with several firms including Clover Wealth Partners, LLC, First Allied Advisory Services, Inc., and Linsco Private Ledger. In addition to his advisory roles, he is the owner of KKGAM, Inc., a holding company. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary and uses a combination of fundamental, technical, and charting analysis to construct primarily long-term, customized portfolios with ongoing monitoring and review.