Steven Joseph Gessner
CFP®Professional Summary
Steven Joseph Gessner, CFP®, who also goes by Steven J Gessner, is a registered financial advisor currently at WEALTH PLANNING GROUP located in Baltimore, Maryland. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Retirement Income Management
- Investment Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Insurance Planning
- Small Business Planning
Other Aliases
Steven J Gessner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
BMORE DESIGNED, LLC | WPG FINANCIAL GROUP, LLC | WPG ADVISERS, LLC | WEALTH PLANNING GROUP
Contact Information
Main Address
3600 O'donnell Street Suite 860, Baltimore, MD 21224Phone Number
(410) 522-2030# of Employees
6SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,277AUM (Assets Under Management)
$360,876,104Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BMORE DESIGNED, LLC | WPG FINANCIAL GROUP, LLC | WPG ADVISERS, LLC | WEALTH PLANNING GROUP
State Registrations and Notice Filings
(10/19/2018)
(12/3/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Joseph Gessner's CRS (Customer Relationship Summary).
Services Offered by Steven
- Retirement Planning
- Retirement Income Management
- Investment Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Insurance Planning
- Small Business Planning
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