Michael Kessel

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 01/2019
  Meg Green & Associates, Inc.
  North Miami Beach, FL
• 01/2019 → 05/2024
  Oppenheimer & Co. Inc
  Ft. Lauderdale, FL
• 05/2024 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2019-01-16 → 2024-05-24
  Oppenheimer & Co. Inc.
  Fort Lauderdale, FL
• 2016-08-22 → 2019-01-16
  Mg&A Wealth
  Plantation, FL
• 2014-05-12 → 2016-10-03
  Meg Green & Associates, Inc.
  North Miami Beach, FL
• 2013-04-02 → 2013-11-07
  Investacorp Advisory Services Inc
  Fort Lauderdale, FL

Other Businesses

BENEFICIARY FOR FAMILY FRIEND; INV RELATED;BOCA RATON,FL; ADVISOR ; BENEFICIARY; START DATE: 05/19/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-01
• S63 Uniform Securities Agent State Law Examination
  2008-05-20

Designations

• Certified Financial Planner

Other Names

• Michael Steven Kessel