Michael Kappes Email & Phone Number
Registered Investment Advisor Representative
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Michael Kappes Location
- Kirkland, WA, US
Michael Kappes Work
- Registered Investment Advisor Representative @ Next Steps Advisors, Inc. (October 2019 - Present)
- Registered Investment Advisor Representative @ KMS Financial Services, Inc. (May 2014 - September 2019)
- Senior Investment Counselor @ StanCorp Investment Advisers, Inc. (June 2005 - May 2014)
Michael Kappes Education
- U.S. Army
U.S. Army- Captain
1982-1989 - Washington State University
BA (Business, Finance, Hospitality)
1982-1987 - Seattle University
(Business, Finance)
1986-1987 - Society of Certified Senior Advisors 2015
Michael Kappes Skills
- Investment Management
- Portfolio Management
- Personal Finance
- Financial Planning
- Investment Strategies
- Retirement Planning
- Comprehensive Wealth Management
- Asset Allocation
- Series 65
- Business Administration
- Software
Michael Kappes Summary
- Michael Kappes, based in Kirkland, WA, US, is currently a Registered Investment Advisor Representative at Next Steps Advisors, Inc.. Michael Kappes brings experience from previous roles at KMS Financial Services, Inc. and StanCorp Investment Advisers, Inc.. Michael Kappes holds a 1982 - 1989 U.S. Army- Captain @ U.S. Army. With a robust skill set that includes Investment Management, Portfolio Management, Personal Finance, Financial Planning, Investment Strategies and more. Michael Kappes has 1 emails and 2 mobile phone numbers on RocketReach.
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