Iris Kessler, financial advisor North Olmsted OH

Iris Kessler

CRD Number: 4214116
Current Firm: Allstate Financial Advisors, LLC

Iris Kessler (CRD# 4214116) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in North Olmsted, OH and has over 23 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor North Olmsted OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
Robert Billstein, financial advisor North Olmsted OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
Richard Martin, financial advisor North Olmsted OH
Richard J. Martin
CRD# 4787364
The Center For Eldercare Finance
Professional Designations
Company Name Location Dates Years
Secure Management Services, LLC North Olmsted, OH Aug 2017 - Current 6
Allstate North Olmsted, OH Dec 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for Iris J. Kessler
Phone Number: 877-232-2142
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $328,756
Compensation Options
  • Other
Advisory Services Offered
  • 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, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.