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Peggy O'dell Kessinger

Peggy O. Kessinger

Some features on this profile are disabled
CRD#: 5481535
Peggy O'dell Kessinger

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peggy O'dell Kessinger, CFP®, who also goes by Peggy Lavonne O'dell, was a registered financial professional .

Peggy is a previously registered financial professional and started their career in finance in 2008. Peggy had worked at 3 firms and has passed the Series 65 exam.

Biography

Peggy Kessinger is a professional CERTIFIED FINANCIAL PLANNER™ with an MBA who specializes in working collaboratively with clients.  She works with clients to understand their values, risk tolerance and time horizons to help them align their finances to achieve their goals.  Because of her commitment to objectivity, she is a fiduciary and the firm is organized as a fee-only firm that does not accept commissions of any kind.  She is the principal at Cedar Financial Advisors.  Peggy is a Kinder trained Life Planner, a College Planner and she has a BS in Industrial Engineering from the University of Michigan. She has 17 years experience in high tech, owns a farm with her husband, has 5 children.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases

Peggy Lavonne O'dell

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Start date: 2009

Experience

Past

October 6, 2022 - January 29, 2025

THE MATHER GROUP, LLC

RIA
CRD#: 156005
Beaverton, OR
Past

October 10, 2011 - October 4, 2022

CEDAR FINANCIAL ADVISORS, LLC

RIA
CRD#: 146084
BEAVERTON, OR
Past

February 27, 2008 - October 1, 2011

LIFESTYLE FINANCIAL PLANNING

RIA
CRD#: 146281
BEAVERTON, OR

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".
THE MATHER GROUP, LLC
THE MATHER GROUP, LLC
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA
Registered Investment Advisory firm - (2/18/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2007
Uniform Investment Adviser Law Examination

Current Firm

THE MATHER GROUP, LLC
THE MATHER GROUP, LLC
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA
Registered Investment Advisory firm - (2/18/2011 Approved)
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Contact information

Main Address
353 N. Clark Street Suite 2775, Chicago, IL 60654
Mailing Address
Phone number
(888) 537-1080
Established
Firm type
Fiscal year end
# of Employees
186

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/10/2025)

Regulatory assets under management

Total Number of Accounts16,285
AUM (Assets Under Management)$ 11,710,038,016

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/25/2025
Cover Page
Report
08/28/2023
Cover Page
Report
01/26/2023
Cover Page
Report

Red Flags

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.

Company Information

THE MATHER GROUP, LLC

THE MATHER GROUP, LLC

CRD#: 156005

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