Michelle Gessner (CRD# 6016114) is an Investment Advisor Representative working at Gessner Wealth Strategies LLC in Houston, TX and has over 11 years of experience in the finance industry. Michelle 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gessner Wealth Strategies, LLC | Houston, TX | Aug 2015 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- TX
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Total Assets Under Management46MILLIONS
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Total Number of Accounts130ACCOUNTS
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Average Account Value$357,488
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
TX
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