Dan Kessler
Dan Kessler is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 29 years of industry experience. Dan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.
Fee Estimator
Location
1609 West Main St., Russellville, AR, 72801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dan operates as a financial advisor through Kessler Financial, dedicating nearly full-time hours. He also works as a farm hand for Dan and Chris Kessler Farm for a minimal time each week and is a secretary and board member for The Liberty Initiative, a non-profit focused on criminal justice, with no time commitment during trading hours.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations1 state
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
More Advisors
- Adam BrownSt. Bernard Financial Services, INC.
- Sidney BanksSt. Bernard Financial Services, INC.
- Rebecca Murdoch, CFPMoney Concepts Advisory Service
- Jared Smith, CFP&partners
- Lawrence Raymond, CFPValtrion Capital Management, LLC
- Lucas Cox, CFPCreativeone Wealth, LLC