AK
CFP
AK
CFP

Aaron Kessler

23 Years of Experience
Broker

Aaron Kessler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 7 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

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
No exam information available for this advisor.