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Featured Business Financial Advisor in Hockessin, DE
Hockessin Financial Advisors
Sherpa Financial Services
722 Yorklyn Rd
Hockessin, DE 19707
(610) 624-1665
“We can help you achieve your goals. ”
Advisor Profile
Jeffrey M. Kropp
Name:  Jeffrey M. Kropp
Phone Number:  (610) 624-1665
Website:  Visit Website
Disclaimer
Securities and Investment Advisory Services offered through Woodbury Financial Inc., member Finra/SIPC and Registered Investment Advisor, PO Box 64284, St. Paul, MN 55164 (800)-800-2638. Insurance services offered through Sherpa Financial Services and Woodbury Financial Services, Inc. are not affiliated entities. Woodbury Financial Inc.,does not offer tax or legal advice. All other entities are unaffiliated. This communication is strictly intended for individuals residing in the state(s) of DE, FL, MD, NJ, NY, PA, and No offers may be made or accepted from any resident outside the specific state(s) referenced. A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

About Sherpa Financial Services

"Planning Is Bringing The Future Into The Present So That You Can
Do Something About It Now" - Alan Lakein

I help individuals and families plan and execute on financial
strategies that allow them to enjoy a safer and more predictable
financial future.

Looking For An Experienced, Results Driven Financial Advisor? I'd
Love The Opportunity To Serve You And Your Financial Goals.

RETIREMENT PLANNING * WEALTH MANAGEMENT * TAX PLANNING * ESTATE
PLANNING * INSURANCE PLANNING * HEALTHCARE PLANNING
 

General Information

CRD#:    5107430
Firm CRD#:    421
Insurance License#:    375629
Name of Broker/Dealer:    Woodbury Financial
Name of Custodial Firm:    Fidelity, Pershing
States Licensed in:    PA, DE, NJ, NY, MD, FL
States Willing to do Business in:    Avondale,Chadds Ford,Elkton,Exton,Gap,Glen Mills,Honey Brook,Kennett Square,Kirkwood,Lincoln University,Malvern,Media,New Castle,Newark,Nottingham,Oxford,Paoli,Parkesburg,Phoenixville,Quarryville,Rising Sun,Thorndale,Thornton,Toughkenamon,Wayne,West Chester,West Grove,Wilmington,Woodlyn
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses
 

Services

Investment Types:    Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity
 

Firm Information

Assets Managed by Firm:    $175,000,000
Advisor's Number of Clients:    100
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Commissions, Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Jeffrey M. Kropp

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