Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
42yrs
Michael Kessler
Financial advisor at Wells Fargo Advisors
Michael Kessler has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Boca Raton, Florida. Michael has been with Wells Fargo Advisors since 2026; before that, Michael spent five years at Commonwealth Financial Network and ten years at Nathan & Lewis Securities. Michael holds the CFP® designation.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Florida
OfficeBoca Raton, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2021 – 2026Commonwealth Financial NetworkPreviously
- 1993 – 2003Nathan & Lewis Securities, Inc.Previously
Contact Michael
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Michael. Boca Raton, FLOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Michael Kessler. Michael works from the Boca Raton, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1984, about 42 years. Top 2% by experience in Florida.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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