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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-19 |
| FL | RA | APPROVED | 2016-01-05 |
| IN | RA | APPROVED | 2016-01-05 |
| KY | RA | APPROVED | 2016-01-05 |
Branch Locations
123 Nw 4Th Street Suite #301, Evansville, IN 47708 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kappell Insurance Services, Inc. | Evansville | IN | 12/1986 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 08/2014 | Present |
1. KAPPELL INSURANCE SERVICES, NON-INVESTMENT RELATED, 123 N.W. 4TH STREET, SUITE #301, EVANSVILLE, IN 47708, PRESIDENT, SINCE 11/1986, DEVOTED TIME IS 40 HRS A MONTH, SALES AND SERVICE OF LIFE INSURANCE, GROUP HEALTH, ANNUITIES, DENTAL, GROUP LIFE, LTD, AND STD. 2. KAPPELL INSURANCE SERVICES POSITION: Agent NATURE: Sales and service of life insurance; fixed annuities; group health, life, STD, LTD, dental and LTC since 1986. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/1986 ADDRESS: 123 NW 4th ; Suite 301, Evansville IN 47708, United States DESCRIPTION: Sales and service of life insurance; fixed annuities; group health, life, STD, LTD, dental and LTC since 1986. This now represents approximately 15% of my annual revenue. Referrals to Estate Planning Docs for a fee. This is expected to be approximately 5% of my income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-19 |
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