Dan KesslerCRD Number: 1990743
Current Firm: St. Bernard Financial Services, Inc.
Dan Kessler (CRD# 1990743) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Rogers, AR and has over 21 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|St. Bernard Financial Services, Inc.||Russellville, AR||Mar 2013 - Current||4|
|Unemployed||Rogers, AR||Jan 2013 - Mar 2013||< 1|
|Arvest Asset Management||Rogers, AR||Jan 1999 - Jan 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management55MILLIONS
Total Number of Accounts325ACCOUNTS
Average Account Value$170,154
- A percentage of assets under your management
- Hourly charges
- 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
- Market timing services
AR, FL, LA, MO, NC, OK