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DEPARTMENT OF INSURANCE
Licensee Search Details
Name
Phelps Financial Services, Inc.
DOIID
526175
NAIC NPN
1874983
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Designated Home State
Active
Non Resident
Agent
Property
4/21/2005
3/31/2025
Active
Non Resident
Agent
Health
4/21/2005
3/31/2025
Active
Non Resident
Agent
Casualty
4/21/2005
3/31/2025
Active
Non Resident
Agent
Life
4/21/2005
3/31/2025
*If a status is
Pending, Pending Replacement
,or the record displays
Affidavit on File
, click on them for more details.
License Renewal Information
Class
Invoice Date
Response Due / Expiration Date
Response Received Date
Payment Received Date
Renewal Complete
Agent
01/15/2025
03/31/2025
NOTE: Licensee may renew up to 6 months prior to Next Compliance Date.
Address Information
Type
Address
Business / Home Office
659 Park Meadow Rd. Ste H Westerville, OH 43081
Internet Information
Type
Address
Business Email
pfs@phelpsfinancial.com
Internet
www.phelpsfinancial.com
Phone Information
Type
Phone
Business / Home Office
(614) 899-6000
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