MK
CFP
MK
CFP

Michael Kessel

18 Years of Experience
Boca Raton, FL
Broker

Michael Kessel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 18 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1675 N Military Trail Ste 500, Boca Raton, FL, 33486

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.
January 2019 - May 2024 · 5 yrs 4 mos
Oppenheimer & CO. INC.Broker
January 2019 - May 2024 · 5 yrs 4 mos
Meg Green & Associates, INC.
August 2016 - January 2019 · 2 yrs 5 mos
Meg Green & Associates, INC.
May 2014 - October 2016 · 2 yrs 5 mos
SA Stone Wealth Management INC.Broker
March 2014 - January 2019 · 4 yrs 10 mos
Investacorp Advisory Services INC
April 2013 - November 2013 · 7 mos
Investacorp, INC.Broker
September 2012 - November 2013 · 1 yr 2 mos
Samco Capital Markets, INC.Broker
April 2009 - August 2012 · 3 yrs 4 mos
Zealous Capital Markets, LLC.Broker
February 2008 - August 2008 · 6 mos
Sg Americas Securities, LLCBroker
February 2006 - June 2006 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - February 2006 · 5 mos
Assent LLCBroker
March 2005 - May 2005 · 2 mos
State Registrations21 states
AZCACOCTFLGAILMAMNMOMTNCNJNYOHRISCTNTXVAWI
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.
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