Tretter Financial Planning
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Check the background of this advisor on FINRA's BrokerCheck.

Jessica L. Tretter, CFP®

​Certifications & Education
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • FINRA Series 7 & 66 registrations held through LPL Financial 
  • Kentucky Life & Health Insurance Licensed 
  • Accelerated Executive Certificate in Financial Planning, Bellarmine University 2015 
  • Bachelor of Science in Accounting, University of Kentucky 2005
  • Bachelor of Business Administration in Finance, University of Kentucky 2005
 
Professional Affiliations 
  • The Voice of Louisville's Bestie Award for Best Financial Advisor, 2019 
  • Kentucky Minority & Women Business Enterprise Certification 
  • Kaplan CFP® Education Program Instructor at Bellarmine University
  • Bellarmine University CFP® Advisory Board 
  • CFP® Board WIN-to-WIN Women’s Mentor
  • Kentuckiana Women’s Advisory Network (KWAN)
  • Leadership Kentucky, 2017
  • Leadership Kentucky Lisa Murrell Award Recipient, 2017
  • Leadership Central Kentucky, 2014
  • Lexington Young Professionals Association Rising Star Award Recipient, 2013 
  • Rotary International Group Study Exchange to France, 2013
  • Lexington Medical Society Mini-Internship Program, 2013 
  • Leadership Lexington, 2012
  
Philanthropy
  • Jefferson County Citizen Foster Care Review Board, Member 
  • Kentucky Organ Donor Affiliates, Board Member
  • National Multiple Sclerosis Society, Board Member & Former Board Chairman
  • National Multiple Sclerosis Society, National Diversity Committee 
  • Misters for MS, Founder & Event Chairperson 
  • Let's Dance Louisville benefitting Feed My Neighbor, 2019 Dancer*
  • Kentucky Humane Society, Foster Parent*
  • Kentucky Organ Donor Affiliates, Clinical Affairs Council*
  • Election for District 88 KY State Representative, Campaign Treasurer*
  • American Cancer Society, Leadership Council & Event Chairperson*
  • Lexington Clinic Foundation, Board of Trustees*
  • Lexington Humane Society, Board of Directors & Foster Parent*
  • Northeast Family YMCA, Board of Managers & Campaign Captain*
  • Younger Womens Club Most Fashionable Philanthropist Nominee 2016*
  • American Cancer Society Mid-South Division, Volunteer of the Year Award Recipient 2011, 2012, & 2013*

​*Represents Past Involvement
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. 
 
The LPL Financial representative associated with this website may discuss and / or transact securities business only with residents of the following states: FL, IN, KY, LA, MA, MN, NC, and OH.
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