AK
CFP
AK
CFP

Aaron Kessler

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3508 advisors
Number of Clients
401,726 clients
Average Client Portfolio
$491K average
Assets Under Management
$197.4B

Fee Structure

Financial Planning:Investment management only
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Location

19 Center St, Chatham, NJ, 07928

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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

Aaron owns 100% of Kessler Capital LLC, a financial practice, dedicating full-time hours to it. He also owns 100% of Kessler Innovations LLC, spending a few hours per week developing products.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2002 - September 2022 · 19 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2002 - September 2022 · 20 yrs
State Registrations15 states
AZCACODCDEFLGAMDMINCNJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Kessler - Financial Advisor | TrueAdvisor