Bradley B. Kessler
Professional summary
Bradley Bennett Kessler, CFP®, who also goes by Brad B Kessler, Brad Kessler, is a registered financial advisor currently at KESSLER PLANNING GROUP located in Bolivar, Tennessee.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bradley has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Bennett Kessler's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
October 27, 2023 - Present
KESSLER PLANNING GROUP
Office #1: 114 Warren St, Bolivar, TN 38008May 24, 2016 - May 27, 2020
JAFFE WEALTH MANAGEMENT & CONSULTING, INC.
August 10, 2015 - October 25, 2023
SILVER OAK SECURITIES, INCORPORATED
May 1, 2012 - September 16, 2021
SILVER OAK SECURITIES, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/1/2023)
(6/24/2024)
(10/27/2023)
Exams
Current Firm
KESSLER PLANNING GROUP
CRD#: 327913 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 43,000,000 |
Red Flags
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