Brian A. Kessens

TORTOISE CAPITAL ADVISORS, L.L.C.

OVERLAND PARK, KS 66211-1861

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CRD#: 4848630

Professional summary

Brian Alan Kessens, who also goes by Brian Kessens, is a registered financial advisor currently at TORTOISE CAPITAL ADVISORS, L.L.C. located in Overland Park, Kansas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Kessens

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Alan Kessens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2013 - Present

TORTOISE CAPITAL ADVISORS, L.L.C.

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

RIA

CRD#: 123711

OVERLAND PARK, KS

Past

October 18, 2004 - June 23, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - (11/22/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/15/2013)

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

State Security Law Exam

Series 63

Date: 10/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/2004

General Securities Representative Examination

Current Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - (11/22/2002 Approved)

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Contact information

Main Address

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

Mailing Address

Phone number

(913) 981-1020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCA DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 8,444,747,246

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian A. Kessens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Alan Kessens's CRS (Customer Relationship Summary).

Certified licenses

Experience

TORTOISE CAPITAL ADVISORS, L.L.C.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TORTOISE CAPITAL ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2004

Series 7

Date: 10/15/2004

Current Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORTOISE CAPITAL ADVISORS, L.L.C.

TRUST BUT VERIFY

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