Michael K. Wessel
Professional summary
Michael Kenneth Wessel, who also goes by Michael Kenneth Wessel, Michael Wessel, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Worthington, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Kenneth Wessel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 137 E Dublin Granville Rd Suite A, Worthington, OH 43085September 17, 2021 - August 11, 2025
COMMONWEALTH FINANCIAL NETWORK
September 17, 2020 - March 31, 2022
COMMONWEALTH FINANCIAL NETWORK
March 5, 2018 - September 8, 2020
NATIONAL FINANCIAL SERVICES LLC
April 20, 2015 - March 22, 2017
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/15/2025)
(8/18/2025)
Exams
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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