Kessler Planning Group

Kessler Planning Group (CRD# 327913) is a financial advisory firm headquartered in Somerville, TN. They manage $37,000,000 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17805 Highway 64, Somerville, TN 38068
https://www.kesslerplanning.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $318,966
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TN

Financial Advisors at Kessler Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Kessler, financial advisor Somerville TN
Bradley B. Kessler
CRD#: 5976378
17805 Highway 64, Somerville, TN 38068

Bradley Kessler (CRD# 5976378) is an Investment Advisor Representative working at Kessler Planning Group in Somerville, TN and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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