Michael Kessler
Michael Kessler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Michael sells fixed insurance as an agent from the branch location. He is also a member of KBK Wealth Management, LLC, an entity created for his securities practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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