Michael Kappes Email & Phone Number | Michael is a Registered Investment Advisor Representative and CSA with Next Steps Advisors, Inc. He has worked in the financial services industry for more than 20 years providing financial planning and investment management to individuals, families and small businesses. Prior to StanCorp, Michael was a Financial Advisor at a boutique financial planning firm in Bellevue, Washington, where he developed financial/ retirement plans and investment strategies for his clients. In addition to experience at Charles Schwab Institutional and TD Waterhouse Institutional, Michael was a principal of his own advisory firm. He holds a bachelor’s degree in Business Administration from Washington State University and is a former Captain in the U.S. Army. Michael is a Certified Senior Advisor, member of the Financial Planning Association and active in various outreach programs in his community.

Michael Kappes

Michael is a Registered Investment Advisor Representative and CSA with Next Steps Advisors, Inc. He...
Greater Seattle Area, Greater Seattle Area, United States

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Michael Kappes’s Email michael.kappes@standard.com

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Michael Kappes’s Location Greater Seattle Area, Greater Seattle Area, United States

Michael Kappes’s Current Industry Next Steps Advisors

Michael Kappes’s Prior Industry Kms Financial Services | Stancorp Investment Advisers

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Work Experience

Next Steps Advisors

Registered Investment Advisor Representative

2019-10-01 00:00:00 - Present

Kms Financial Services

Registered Investment Advisor Representative

2014-05-01 00:00:00 - 2019-09-01 00:00:00

Stancorp Investment Advisers

Senior Investment Counselor

2005-06-01 00:00:00 - 2014-05-01 00:00:00

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FAQ About Michael Kappes

Michael Kappes is located at
Greater Seattle Area, Greater Seattle Area, United States

Michael Kappes is a Michael is a Registered Investment Advisor Representative and CSA with Next Steps Advisors, Inc. He has worked in the financial services industry for more than 20 years providing financial planning and investment management to individuals, families and small businesses. Prior to StanCorp, Michael was a Financial Advisor at a boutique financial planning firm in Bellevue, Washington, where he developed financial/ retirement plans and investment strategies for his clients. In addition to experience at Charles Schwab Institutional and TD Waterhouse Institutional, Michael was a principal of his own advisory firm. He holds a bachelor’s degree in Business Administration from Washington State University and is a former Captain in the U.S. Army. Michael is a Certified Senior Advisor, member of the Financial Planning Association and active in various outreach programs in his community.