Bradley Bennett Kessler

Employer firm

Kessler Planning Group CRD 327913

$48.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2015 → 10/2023
  Silver Oak Securities, Inc
  Jackson, TN
• 08/2010 → 05/2020
  Jaffe Financial Services, Inc.
  Memphis, TN
• 08/2023 → Present
  Kessler Planning Group, Llc
  Somerville, TN
• 05/2012 → 09/2021
  Silver Oak Securities, Incorporated
  Jackson, TN

Previous Registrations

• 2015-08-10 → 2023-10-25
  Silver Oak Securities, Incorporated
  Memphis, TN
  Memphis, TN
  Jackson, TN
  Collierville, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
• 2016-05-24 → 2020-05-27
  Jaffe Wealth Management & Consulting, Inc.
  Memphis, TN
  Memphis, TN

Other Businesses

independent licensed insurance agent

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-04-30

Designations

• Certified Financial Planner

Other Names

• Brad B Kessler
• Brad Kessler