Steven GessnerCRD Number: 2650114
Current Firm: Wpg Financial Group, LLC
Steven Gessner (CRD# 2650114) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 22 years of experience in the finance industry. Steven Gessner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Wpg Advisers, LLC||Baltimore, MD||Aug 2018 - Current||4|
|Wpg Financial Group||Baltimore, MD||Oct 2005 - Current||16|
|United Planners' Financial Services Of America||Scottsdale, AZ||Oct 2018 - Jun 2021||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2012 - Oct 2018||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2012 - Oct 2018||5|
|Woodbury Financial||Towson, MD||Sep 2005 - Nov 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management270MILLIONS
Total Number of Accounts839ACCOUNTS
Average Account Value$321,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, MD, PA, VA
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