APC Financial Planning Employee Directory

Financial ServicesUnited States11-50 Employees

APC Financial Planning proudly celebrates 50 years of serving individuals and families in Knoxville and beyond! As a fee-only, fiduciary adviser, we carefully steward your goals and dreams for the future. Founded in 1975 by the late P. Kemp Fain, Jr., CFP®. APC Financial Planning (APC) is a registered investment advisor.

As one of the oldest independent financial advisory firms in the country, we use our multiple decades of accumulated wisdom to help transform people's lives. We provide an integrity-rich environment and utilize educational tools and a disciplined asset planning process, all to offer a unique client experience. We believe that we have built a holistic model for financial wellness, one designed for people who want good advice.

Being a hometown small business means we are flexible for you. And, being nationally recognized as a leader in the industry means our professional experience is at your doorstep, allowing you the opportunity for a truly enriched life.

Find APC Financial Planning employees' phone numbers or email addresses

APC Financial Planning Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

APC Financial Planning's Leadership

  • Stylized image of a person
    S. H.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    S. H.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. O.
    President
    Phone icon
  • Stylized image of a person
    P. L.
    President
    Phone icon
  • Stylized image of a person
    P. F.
    Chairman Emeritus
    Phone icon
  • Stylized image of a person
    D. C.
    Owner And Orthodontist
    Phone icon
  • Stylized image of a person
    T. K.
    EVP & Chief Investment Officer
    Phone icon
  • Stylized image of a person
    S. H.
    Vice President
    Phone icon

Contact profiles from APC Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L. O.
    Financial Planner & Investment Manager
    Phone icon
    United StatesTennessee
    Aug 10, 2025
  • Stylized image of a person
    A. K.
    Senior Associate Adviser
    Phone icon
    United StatesTennessee
    Jul 17, 2025
  • Stylized image of a person
    D. M.
    Client Services Associate
    Phone icon
    United StatesTennessee
    Nov 12, 2025
  • Stylized image of a person
    S. C.
    Client Service Administrator
    Phone icon
    United StatesTennessee
    Nov 12, 2025
  • Stylized image of a person
    B. V.
    Office Coordinator
    Phone icon
    United StatesTennessee
    Aug 01, 2024
  • Stylized image of a person
    H. G.
    Client Service Associate
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. M.
    Client Service Associate
    Phone icon
    United StatesNebraska
    Oct 18, 2024
  • Stylized image of a person
    L. G.
    Administrative Assistant
    Phone icon
    United StatesTennessee
    Apr 26, 2025
  • Stylized image of a person
    T. B.
    Financial Planning Associate
    Phone icon
    United StatesTennessee
    Sep 23, 2025

Frequently Asked Questions

What is APC Financial Planning known for?

Minus sign iconPlus sign icon
APC Financial Planning was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 234 South Peters Road, Suite 102, Knoxville, Tennessee 37923, US; you can contact the main corporate office by phone at . Explore APC Financial Planning's company overview page for more information.

What is APC Financial Planning's most common email format?

Minus sign iconPlus sign icon
APC Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more APC Financial Planning email formats with LeadIQ.

How many employees does APC Financial Planning have currently?

Minus sign iconPlus sign icon
APC Financial Planning has approximately 12 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are APC Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, APC Financial Planning's key employees include:

  • Chief Compliance Officer: S. H.
  • Chief Compliance Officer: S. H.
  • President: J. O.
  • President: P. L.
  • Chairman Emeritus: P. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.