UBS Financial Services
47yrs
Top 1% by experience in Louisville
22yrs
Thomas Wright is a fiduciary financial advisor in Louisville, Kentucky, with 22 years in the industry. Thomas joined KPP Advisory Services in 2017, after three years at Ameriprise Financial Services and a year at Ameriprise Advisor Services. KPP Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Kentucky
Office9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,641
Advisors at the firm26
States licensed ?1 state
Services through KPP Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowKPP Advisory Services LLCCurrent firm
- 2009 – 2012Ameriprise Financial Services, LLCPreviously
- Jan 2009 – Oct 2009Ameriprise Advisor Services, Inc.Previously
- 2006 – 2009MerrillPreviously
Contact Thomas
(502) 394-0400KPP Advisory Services main office 9300 Shelbyville Rd. Suite 1310Louisville, KY 40222Office · Get directions Firm websiteHTTP://WWW.KPP-LPL.COM
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call KPP Advisory Services at (502) 394-0400 and ask for Thomas Wright. Thomas works from the Louisville, KY office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Kentucky.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
KPP Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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