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ROI Financial Planning, LLC

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Company Details

Name: ROI Financial Planning, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 29 Jun 2020 (5 years ago)
Organization Date: 29 Jun 2020 (5 years ago)
Last Annual Report: 07 Mar 2025 (5 months ago)
Managed By: Members
Organization Number: 1102009
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40014
City: Crestwood, Ballardsville, Orchard Grass, Orchard Gr...
Primary County: Oldham County
Principal Office: 1500 E Mount Zion Rd, Crestwood, KY 40014
Place of Formation: KENTUCKY

Member

Name Role
Kyle Philip Roy Member

Organizer

Name Role
Kyle Roy Organizer

Registered Agent

Name Role
Kyle Roy Registered Agent

Assumed Names

Name Status Expiration Date
ROI Financial Group Active 2028-01-20

Filings

Name File Date
Annual Report 2025-03-07
Annual Report 2024-03-25
Certificate of Assumed Name 2023-01-20
Annual Report 2023-01-20
Annual Report 2022-06-01

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Sources: Kentucky Secretary of State