Advisor at Kessler Planning Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bolivar, TN 38008
Credentials
CFP®, Series 63
Industry experience
13 years
Bradley Kessler is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Kessler Planning Group. He previously worked at Silver Oak Securities and Jaffe Financial Services. He is also a licensed insurance agent. Kessler Planning Group provides ongoing portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm uses a mix of fundamental analysis, modern portfolio theory, quantitative and technical techniques with a long-term trading approach, managing discretionary portfolios that typically include mutual funds, ETFs, equities, fixed income, and annuities.
Fixed financial planning fees negotiated between $0 and $2,500.
$1 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
114 Warren St
Bolivar, TN 38008
Louisiana · Mississippi · Tennessee
Kessler Planning Group, LLC
2023 - Present (3 years)
Silver Oak Securities, Inc
2015 - 2023 (8 years)
Silver Oak Securities, Incorporated
2012 - 2021 (9 years)
Jaffe Financial Services, Inc.
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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