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Daniel Kessler

IRA Rollover and total investment por... at Kessler Financial LLC

Intro Book

Seasoned financial advisor delivering comprehensive financial planning services.

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Location

Rogers, Arkansas, United States, US

Languages

English -
Spanish -

Skills

Finance
Customer Service
Banking
Strategic Planning
Asset Management
Investments
Leadership
Sales
Financial Planning
Insurance
Estate Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Daniel Kessler has 41 years of experience in finance, banking, and investments. He has worked in various roles, including investment risk manager, financial advisor, and banker. His education from the University of Arkansas and certification as a CFP add to his credibility. Location is Rogers, AR, which is a smaller market. Financial professionals with his level of experience, especially in the CFP space, typically charge higher rates. Maybe around $200–$300 per hour? But considering his extensive experience and education, maybe lower. Some financial advisors with similar experience might average $150–$250. So I’ll estimate around $125

Bio

Generated by

Topline AI

Daniel Kessler is a seasoned financial professional with 41 years of experience in finance, banking, and investments. He has worked as an investment risk manager, financial advisor, and banker, helping clients manage their financial opportunities and risks. Kessler holds a Bachelor's Degree in Business and Personal/Financial Services Marketing Operations from the University of Arkansas and is a Certified Financial Planner (CFP).

Credentials

CFP®

Certified Financial Planning Board

Experience

Kessler Financial LLC
- 206 S 2nd Street, Suite B Rogers AR 72756
- IRA Rollover and total investment portfolio management
  - Jan 2014 - Present
  - 206 S 2nd Street, Suite B Rogers AR 72756
Kessler & Turner Financial
- 206 S. 2nd St, Suite B, Rogers, AR 72756
- Financial Advisor CFP®
  - Aug 2014 - Present
  - 206 S. 2nd St, Suite B, Rogers, AR 72756
  www.kesslerandturner.com
Kessler Financial
- Downtown Rogers Arkansas
- Investment risk manager,CFP(R)
  - Sep 1982 - Present
  - Downtown Rogers Arkansas
  Help clients understand ,what they are working for? How should they manage the opportunities and risks that come with that property we call MONEY?
Arvest Bank
- Banker / Investment Advisor
  - Sep 1981 - Jan 2013

Education

1973 - 1977

University of Arkansas

1973 - 1977
Rogers High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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Daniel Kessler

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100 Credits For FREE

$125.0

Hourly Rate