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Benjamin Todd Russell

Kcpag Financial Advisors LLC

Evansville, IN

CRD 5275173

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Employer firm

Kcpag Financial Advisors LLC CRD 117491

$23.1M regulatory AUM 2,624 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kcpag Financial Advisors Llc

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-20
IL RA APPROVED 2024-01-02
TX RA APPROVED 2017-05-31
KY RA APPROVED 2016-08-22
IN RA APPROVED 2016-05-18
  • AZ RA
    APPROVED
    Since 2024-11-20
  • IL RA
    APPROVED
    Since 2024-01-02
  • TX RA
    APPROVED
    Since 2017-05-31
  • KY RA
    APPROVED
    Since 2016-08-22
  • IN RA
    APPROVED
    Since 2016-05-18

Branch Locations

7200 Eagle Crest Blvd, Evansville, IN 47715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Evansville IN 02/2016 05/2019
Kcpag Financial Advisors, Llc Evansville IN 05/2016 Present
Kemper Capital Management Llc Evansville IN 02/2016 Present
Kcpag Insurance Services Llc Evansville IN 12/2016 Present
  • 02/2016 → 05/2019
    Securities America, Inc.
    Evansville, IN
  • 05/2016 → Present
    Evansville, IN
  • 02/2016 → Present
    Kemper Capital Management Llc
    Evansville, IN
  • 12/2016 → Present
    Kcpag Insurance Services Llc
    Evansville, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-17
S63 Uniform Securities Agent State Law Examination 2007-07-30
  • S66 Uniform Combined State Law Examination
    2016-05-17
  • S63 Uniform Securities Agent State Law Examination
    2007-07-30
Designations
  • Certified Financial Planner
Other Names
  • Ben Russell

View on SEC IAPD

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