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MR

Matthew M. Rust

KESSLER INVESTMENT GROUP
Columbus, IN 47201
Some features on this profile are disabled
CRD#: 6434007
MR

Professional summary

Matthew M Rust is a registered financial advisor currently at KESSLER INVESTMENT GROUP, LLC located in Columbus, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Matthew M Rust'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

September 25, 2024 - Present

KESSLER INVESTMENT GROUP, LLC

Office #1: 50 Washington Street Suite 3b, Columbus, IN 47201
RIA
CRD#: 153696
Columbus, IN
Past

January 20, 2015 - November 30, 2020

KESSLER INVESTMENT GROUP, LLC

RIA
CRD#: 153696
COLUMBUS, IN

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".
KI
KESSLER INVESTMENT GROUP, LLC
KESSLER INVESTMENT ADVISORY GROUP | KESSLER INVESTMENT GROUP, LLC

CRD#: 153696 / SEC#: 801-71393

RIA
Registered Investment Advisory firm - (5/13/2010 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
Indiana
(9/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2024
Uniform Investment Adviser Law Examination

Current Firm

KI
KESSLER INVESTMENT GROUP, LLC
KESSLER INVESTMENT ADVISORY GROUP | KESSLER INVESTMENT GROUP, LLC

CRD#: 153696 / SEC#: 801-71393

RIA
Registered Investment Advisory firm - (5/13/2010 Approved)
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Contact information

Main Address
50 Washington Street Suite 3b, Columbus, IN 47201
Mailing Address
Phone number
(812) 314-0083
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 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 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,140
AUM (Assets Under Management)$ 300,442,706

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

KESSLER INVESTMENT GROUP, LLC

CRD#: 153696Columbus, IN 47201

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