Jeffrey KroppCRD Number: 5107430
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both
Jeffrey Kropp (CRD# 5107430) is an Investment Advisor Representative working at Sherpa Financial in Hockessin, DE and has over 10 years of experience in the finance industry.
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
Affinity Wealth Management LLC
|Sherpa Financial||Hockessin, DE||Jun 2016 - Current||3|
|Woodbury Financial||St. Paul, MN||Jun 2016 - Current||3|
|Patriot Financial Group||West Grove, PA||Sep 2004 - Current||15|
|Market Street Wealth Management, LLC||West Chester, PA||Jan 2011 - May 2016||5|
|Usa Financial Securities Corporation||Ada, MI||Feb 2006 - May 2016||10|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jul 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management7,632MILLIONS
Total Number of Accounts45,748ACCOUNTS
Average Account Value$166,823
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Sherpa Financial and Woodbury Financial Services Inc. are not affiliated entities.
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc.
Member FINRA, SIPC and Registered Investment Adviser.
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