Nancy Kayekirsch
Nancy Kayekirsch is a registered investment advisor at Sound View Financial Services, based in Westhampton Beach, NY, with 38 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Divorce Planning Services: Includes guidance in compiling financial data, preparing financial statements, comparing assets and liabilities, reviewing insurance needs, analyzing employee benefit plans, analyzing pre-divorce standard of living, reviewing unrealized capital gains and losses, analyzing settlement proposals, developing realistic pre-post divorce budgets, analyzing settlement proposals with respect to maintenance and other needs, cash flow, standard of living, paying abilities of the paying spouse, tax implications, retirement needs and college planning, reviewing house versus pension analyses, calculating child support, analyzing varying tax return situations, and assisting in post-divorce budgeting and financial planning.
- Limited Financial Planning: Advice on isolated areas of concern such as estate planning, retirement planning, or education planning. Specific consultation and administrative services on investment and financial concerns.
Location
115 Main St, Westhampton Beach, NY, 11978-2607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy operates her LPL business under the DBAs Sound View Financial Services and Point 32 Investment Partners. She also sells various insurance products, including long-term care, term, disability, and health insurance, dedicating about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Sound View Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations11 states
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