Broker Check
Bobby Koch

Bobby Koch

CFO Consultant

Bobby supports the team by providing actionable financial insights and analysis to drive more efficiency for the practice and higher quality outcomes for clients. Bobby’s financial services career includes experience in municipal investment banking, where he was responsible for debt structuring and affordability analysis for municipal entities looking to raise capital through bond offerings, with additional tenure in financial planning and analysis for a public healthcare corporation. Bobby received a Bachelor’s Degree in Finance from the University of Kentucky, and also received an MBA from Bellarmine University in Louisville, KY.

Bobby Koch is an LPL employee and is part of the CFO solutions program that supports multiple advisor’s businesses.