TrueAdvisor
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MC
CFP
MC
CFP

Michael Joe Chapman

Kessler Investment Group, LLC
37 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Kessler Investment Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
554 clients
Average Client Portfolio
$542K average
Assets Under Management
$300.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.75%
$200K - $500K1.50%
$500K+1.00%

These annual fees shall be negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$175

Location

50 Washington Street, Suite 3B, Columbus, IN, 47201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the 100% owner and president of Provident Lending, Inc., a real estate holding company, dedicating minimal time to oversight and bookkeeping. He is also a 50% owner and managing partner of C&Q Realty LLC, another real estate holding company, spending minimal time as a bookkeeper.

Employment History
Current Registrations
Kessler Investment Group, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Provident Capital Management INC
August 2010 - January 2024 · 13 yrs 5 mos
Provident Capital Management, INC.
February 2002 - March 2005 · 3 yrs 1 mo
Provident Capital Management, LLC
December 2000 - December 2002 · 2 yrs
Cambridge Investment Research, INC.Broker
January 2000 - April 2003 · 3 yrs 3 mos
Natcity Insurance Services, INC.Broker
January 1999 - January 2000 · 1 yr
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
Natcity Investments, INC.Broker
January 1997 - January 2000 · 3 yrs
A. G. Edwards & Sons, INC.Broker
March 1989 - January 1997 · 7 yrs 10 mos
Blunt Ellis & Loewi IncorporatedBroker
September 1984 - March 1989 · 4 yrs 6 mos
Painewebber IncorporatedBroker
April 1983 - September 1984 · 1 yr 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.