Kevin Roessler, financial advisor Maumee OH
78 score

Kevin Roessler

CRD Number: 6092410
Current Firm: Edward Jones

Kevin Roessler (CRD# 6092410) is an Investment Advisor Representative working at Edward Jones in Maumee, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO May 2015 - Current 1
Minnesota Life Insurance Co St Paul, MN Sep 2012 - May 2015 2
Securian Financial Services Inc. St Paul, MN Aug 2012 - May 2015 2
Financial Design Group Toledo, OH Jul 2012 - May 2015 2
Equity Trust Company Berea, OH Jun 2010 - Jul 2012 2
Ed Schmidt Auto Group Perrysburg, OH Feb 2010 - Jun 2010 < 1
Ambrosia Grille And Lounge Maumee, OH Sep 2009 - Feb 2010 < 1
Student Development Company Avon, OH Mar 2009 - Sep 2009 < 1
Mezzmerize Mediterranean Grille Maumee, OH Apr 2008 - Mar 2009 < 1
The Cheesecake Factory Columbus, OH Mar 2005 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin L. Roessler
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
78

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