Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1609 West Main St., Russellville, AR, 72801

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History

Regulatory History
Clean regulatory record

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.

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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.
March 2013 - Present · 12 yrs 11 mos
St. Bernard Financial Services, INC.Broker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Arvest Asset Management
July 1999 - January 2013 · 13 yrs 6 mos
Arvest Asset ManagementBroker
March 1997 - January 2013 · 15 yrs 10 mos
State Registrations1 state
AR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dan R Kessler - Financial Advisor | TrueAdvisor