Michael Kaup

Michael Kaup Email and Phone Number

Financial Planner and Founder, Jockey Hollow Financial Services, LLC @
Michael Kaup's Location
United States, United States
Michael Kaup's Contact Details

Michael Kaup work email

Michael Kaup personal email

Michael Kaup phone numbers

About Michael Kaup

Michael A. Kaup is a Financial Planner and the founder of Jockey Hollow Financial Services, LLC, where he offers both personal financial planning and corporate financial services.As a personal financial planner, Michael assists individuals and families in customizing cost-effective and tax-efficient strategies to address various financial goals, including: education funding, retirement planning, estate conservation, wealth accumulation, risk management, investments, and insurance services.The corporate side of his practice assists business owners in developing employee benefit programs, retirement plans, executive compensation packages and business continuation strategies, such as buy-sell funding and key person insurance.

Michael Kaup's Current Company Details
Jockey Hollow Financial Services, LLC

Jockey Hollow Financial Services, Llc

Financial Planner and Founder, Jockey Hollow Financial Services, LLC
Michael Kaup Work Experience Details
  • Jockey Hollow Financial Services, Llc
    Financial Planner, Lpl Registered Representative
    Jockey Hollow Financial Services, Llc Feb 2017 - Present
    I am licensed to sell insurance in CT, FL, MA, ME, NY, NJ, PA, VA, and securities in CA, CT, FL, MA, MD, NJ, NY, OH, PA, SC, VT. I am an investment advisor representative of Gladstone Institutional Advisory and Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Gladstone Institutional Advisory, LLC , a registered investment advisor. Gladstone Institutional Advisory, LLC and Jockey Hollow Financial Services, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • New England Financial
    Financial Planner, Financial Services Representative
    New England Financial 2001 - Jun 2016
    Assisting individuals and families with investment services and insurance strategies, including: * Asset allocation and wealth management* Retirement planning and IRA strategies* Estate conservation strategies* Education funding* Life, disability income and long term care insurance needs* Property & Casualty InsuranceAlso assist small to mid-size businesses with:* Employee benefits such as group life, disability and long term care insurance* Employer-sponsored retirement plans* Executive bonus programs* Business continuation strategiesRepresentatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such advice.

Michael Kaup Skills

Financial Planning Insurance Investments Retirement Planning Wealth Management Estate Planning Iras Small Business Employee Benefits Executive Pay Executive Compensation Property And Casualty Insurance Management Long Term Care Insurance Personal Financial Planning

Michael Kaup Education Details

  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Management
  • Fordham University
    Fordham University
    Communications

Frequently Asked Questions about Michael Kaup

What company does Michael Kaup work for?

Michael Kaup works for Jockey Hollow Financial Services, Llc

What is Michael Kaup's role at the current company?

Michael Kaup's current role is Financial Planner and Founder, Jockey Hollow Financial Services, LLC.

What is Michael Kaup's email address?

Michael Kaup's email address is mi****@****ail.com

What is Michael Kaup's direct phone number?

Michael Kaup's direct phone number is +197322*****

What schools did Michael Kaup attend?

Michael Kaup attended Boston College Carroll School Of Management, Fordham University.

What skills is Michael Kaup known for?

Michael Kaup has skills like Financial Planning, Insurance, Investments, Retirement Planning, Wealth Management, Estate Planning, Iras, Small Business, Employee Benefits, Executive Pay, Executive Compensation, Property And Casualty Insurance.

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