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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

MICHAEL KESSEL

Advisor at WELLS FARGO ADVISORS

BOCA RATON, FL

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Search this name across graphsid dfx:ria:71b7375c-d111-347a-69e9-4c39ca76859f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 20, 2008
First registration: Apr 2, 2013
Dual registered: yes, broker-dealer
Other names: MICHAEL STEVEN KESSEL
IAPD individual key: 4812979

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	May 22, 2024	n/a	yes	BOCA RATON, FL	Current employment
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 16, 2019	May 24, 2024	no	FORT LAUDERDALE, FL	Previous registration
MG&A WEALTH	Independent wealth	Aug 22, 2016	Jan 16, 2019	no	PLANTATION, FL	Previous registration
MEG GREEN & ASSOCIATES, INC.	Former SEC adviser	May 12, 2014	Oct 3, 2016	no	NORTH MIAMI BEACH, FL	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Apr 2, 2013	Nov 7, 2013	no	FORT LAUDERDALE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OPPENHEIMER & CO. INC.	WELLS FARGO ADVISORS	May 24, 2024	May 22, 2024	-2	Firm change	Ibd to wirehouse
MG&A WEALTH	OPPENHEIMER & CO. INC.	Jan 16, 2019	Jan 16, 2019	0	Firm change	RIA to ibd
MEG GREEN & ASSOCIATES, INC.	MG&A WEALTH	Oct 3, 2016	Aug 22, 2016	-42	Firm change after gap	Other
INVESTACORP ADVISORY SERVICES INC	MEG GREEN & ASSOCIATES, INC.	Nov 7, 2013	May 12, 2014	186	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
141559:284866:FL:2016-10-03	Oct 3, 2016	Aug 22, 2016	NORTH MIAMI BEACH, FL	Firm change after gap

Relationships

Registered with (5)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 16, 2019 to May 24, 2024factForm ADV
→ MG&A WEALTHRegistered adviserregistration: previous registration
Aug 22, 2016 to Jan 16, 2019factForm ADV
→ MEG GREEN & ASSOCIATES, INC.Registered adviserregistration: previous registration
May 12, 2014 to Oct 3, 2016factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Apr 2, 2013 to Nov 7, 2013factForm ADV

Dated events

Occurred
May 24, 2024
Advisor changed firm
Michael Kessel left Oppenheimer & Co. Inc. for Wells Fargo Advisors (registered 2024-05-22)
Form ADVobserved 4 days ago