William Kessel (CRD# 6610653) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Bloomfield Hills, MI | Sep 2022 - Current | 1 |
| Saveview Advisory Group, LLC | Newport Beach, CA | Sep 2021 - Current | 2 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Bloomfield Hills Financial | Bloomfield Hills, MI | Jun 2018 - Current | 5 |
| First Allied Securities, Inc. | San Diego, CA | Jun 2018 - Sep 2022 | 4 |
| First Allied Advisory Services, Inc. | San Diego, CA | Mar 2020 - Nov 2020 | < 1 |
| First Allied Securities, Inc. | San Diego, CA | Jun 2018 - Mar 2020 | 1 |
| First Allied Advisory Services, Inc. | San Diego, CA | Jun 2018 - Mar 2020 | 1 |
| Cig Capital Advisors | Southfield, MI | Feb 2016 - May 2018 | 2 |
| Cig Securities, Inc. | Southfield, MI | Feb 2016 - May 2018 | 2 |
| Cig Asset Management | Southfield, MI | Feb 2016 - May 2018 | 2 |
| Cig Risk Management, Inc. | Southfield, MI | Feb 2016 - May 2018 | 2 |
| Unemployed | Bloomfield Hills, MI | Oct 2015 - Feb 2016 | < 1 |
| Elmira Jackals | Elmira, NY | Jul 2015 - Oct 2015 | < 1 |
| Kalamazoo K-wings | Kalamazoo, MI | May 2015 - Jul 2015 | < 1 |
| Western Michigan University | Kalamazoo, MI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- MI
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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