Michelle Gessner, financial advisor Houston TX
93 score

Michelle Gessner

CRD Number: 6016114
Current Firm: Gessner Wealth Strategies LLC

Michelle Gessner (CRD# 6016114) is an Investment Advisor Representative working at Gessner Wealth Strategies LLC in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gessner Wealth Strategies, LLC Houston, TX Aug 2015 - Current 2
Mml Investors Services, LLC Houston, TX May 2015 - Jan 2016 < 1
Massmutual Life Insurance Co Houston, TX Apr 2015 - Jan 2016 < 1
Guardian Life Ins Houston, TX Mar 2015 - Apr 2015 < 1
Park Avenue Securities Houston, TX Mar 2015 - Apr 2015 < 1
Mml Investor Services Houston, TX Dec 2012 - Mar 2015 2
Mass Mutual Life Insurance Company Houston, TX Aug 2012 - Mar 2015 2
Ameritas Life Insurance Corp Cincinnati, OH Feb 2012 - Aug 2012 < 1
Altus Medical Equipment Houston, TX Mar 2011 - Mar 2012 1
Novasom Glen Burnie, MD Dec 2008 - Mar 2011 2
Shlenker School Houston, TX Mar 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Michelle J. Gessner
Phone Number: 713-589-6448
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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