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Investment Advisor License in Kentucky

Your complete 2026 guide to obtaining and maintaining your Investment Advisor license in KY. Covers fees, exams, documents, and renewal.

Application Fee

$500

Processing Time

4-8 Weeks

Exam Required

Series 65 or Series 66 Exam

Difficulty Level

High

Step-by-Step: How to Get Licensed

Follow these 5 steps to obtain your Investment Advisor license in Kentucky.

Step 1·Complete Education

Finish an approved Investment Advisor training program in Kentucky.

Step 2·Gather Documents

Collect all 5 required documents for your KY application.

Step 3·Pass the Exam

Score passing marks on the Series 65 or Series 66 Exam.

Step 4·Submit Application

File your application with the Kentucky licensing board and pay the $500 fee.

Step 5·Receive License

Processing takes 4-8 weeks in KY. Practice legally once approved.

How to Apply

If you are looking to start your career as a Investment Advisor in Kentucky, the licensing process begins with education. KY mandates specific coursework before you can sit for the Series 65 or Series 66 Exam. Upon passing the exam, you can proceed to file your application with the appropriate Kentucky regulatory board.

Requirements

The Kentucky licensing board sets clear requirements for aspiring Investment Advisor professionals. These include age verification (minimum 18), completion of state-approved education, and passing the Series 65 or Series 66 Exam. KY also requires a thorough background investigation and may request additional documentation depending on your specific circumstances.

Fees & Costs

Obtaining your Investment Advisor license in Kentucky requires a financial investment. The base licensing fee in KY is $500, which includes application processing and credential verification. Exam registration fees are separate and vary by testing center. Budget for approximately $650 total when accounting for all associated costs in Kentucky.

License Fee Calculator — Investment Advisor in Kentucky

Base License Fee$500
Estimated Total$500

Renewal Process

Maintaining your Investment Advisor license in Kentucky requires timely renewal every 1 year. KY sets the renewal fee at $350. You must complete all required continuing education hours and submit proof to the Kentucky board. Failure to renew on time may result in license suspension and reinstatement fees in KY.

License Expiry Calculator — Investment Advisor in KY

Enter your license issue date to see when renewal is due. Kentucky requires renewal every 1 year.

Additional Information

The demand for licensed Investment Advisor professionals in Kentucky continues to grow. KY offers a supportive regulatory environment that balances consumer protection with professional opportunity. The licensing board in Kentucky provides online tools and resources to help applicants navigate the process efficiently. Many Investment Advisor professionals in KY report high job satisfaction and competitive compensation.

Document Checklist — Investment Advisor

0 of 5 documents ready

Frequently Asked Questions

License Reciprocity: Can I Use My Kentucky Investment Advisor License in Other States?

Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.

Destination StateReciprocityNotes
Alaska (AK) FullAK accepts KY Investment Advisor license via reciprocity agreement.
Alabama (AL) FullAL accepts KY Investment Advisor license via reciprocity agreement.
Arizona (AZ) PartialAZ requires additional exam or paperwork for KY license holders.
Arkansas (AR) PartialAR requires additional exam or paperwork for KY license holders.
Colorado (CO) PartialCO requires additional exam or paperwork for KY license holders.
Delaware (DE) PartialDE requires additional exam or paperwork for KY license holders.
California (CA) PartialCA requires additional exam or paperwork for KY license holders.
Florida (FL) PartialFL requires additional exam or paperwork for KY license holders.

Where to File Locally in Kentucky

Visit a licensing department office near you for in-person assistance.

Frankfort

500 Mero St, Frankfort, KY 40601

(502) 564-3296

Mon-Fri 8:00 AM - 4:30 PM

Louisville

527 W Jefferson St, Louisville, KY 40202

(502) 574-2003

Mon-Fri 8:00 AM - 4:30 PM

Lexington

200 E Main St, Lexington, KY 40507

(859) 258-3000

Mon-Fri 8:00 AM - 4:30 PM

Bowling Green

1001 College St, Bowling Green, KY 42101

(270) 393-3000

Mon-Fri 8:00 AM - 4:30 PM

Covington

20 W Pike St, Covington, KY 41011

(859) 292-2100

Mon-Fri 8:00 AM - 4:30 PM

Official Kentucky Resources

Always verify requirements directly with the Kentucky state board. Regulations may change.

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Disclaimer

US License Guide is a private informational resource and is not affiliated with, endorsed by, or connected to any federal, state, or local government agency. The information provided on this website is for general guidance purposes only and should not be considered legal or professional advice. Licensing requirements, fees, and procedures may change without notice. Always verify current requirements directly with your state's official licensing board before making any decisions. Use of this site does not create any professional-client relationship.