A complete list of active advisors currently associated with Kessler Financial Services
Warmer can help you find a great advisor at Kessler Financial Services or one who fits your needs even better.
Kessler Financial Services operates as an investment manager serving pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and business entities, and provides advisory services that include financial planning, investment advice and the sale of annuities, insurance and other commissioned products. The firm’s brochure also describes work on tax, estate and cash‑flow planning and delivery of net worth statements and periodic plan reviews. The firm describes a strategic asset‑allocation approach with globally diversified portfolios and uses multiple analysis methods (fundamental, technical, charting and cyclical analysis) and third‑party research sources to form recommendations. Kessler Financial Services does not accept custody or discretionary trading authority for client accounts; implementation and trade execution are handled through custodians and recommended providers and clients maintain control of assets. What is distinctive for an investment‑manager–type firm is the mix of client compensation and industry affiliations: the brochure discloses commissions and fixed or hourly charges rather than a typical percentage‑of‑AUM model, and notes affiliations with product sales firms and a related broker‑dealer through which employee trades are reviewed. The firm’s Brochure Supplement also discloses real‑estate brokerage and insurance activities and additional compensation from real‑estate services, which are less common among firms in this category.
To learn more about the advisors currently working at Kessler Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Campbell, CA
| 37
|
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