Michael Kessler

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 06/2006 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 06/2006 → Present
  Michael Kessler Cfp
  New York, NY
• 01/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  New York, NY

Previous Registrations

• 2021-06-29 → 2026-01-12
  Commonwealth Financial Network
  Boca Raton, FL
  New York, NY
  New York, NY
• 1993-02-12 → 2003-07-23
  Nathan & Lewis Securities, Inc.
  New York, NY

Other Businesses

1. FIXED INSURANCE SALES; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. KBK WEALTH MANAGEMENT LLC; INV RELATED;NEW YORK,NY; FINANCIAL PLANNING;33.33% OWNERSHIP; START DATE: 01/13/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-09
• S63 Uniform Securities Agent State Law Examination
  1984-07-19

Designations

• Certified Financial Planner