Steven Joseph Gessner
Investment adviser representative at Wealth Planning Group
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$360.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Wealth Planning GroupDec 2024 to now
- Wpg Advisers, LLCAug 2018 to now
- Wpg Financial GroupOct 2005 to now
- United Planners' Financial Services of AmericaOct 2018 to Jun 2021
- Cambridge Investment Research Advisors, IncNov 2012 to Oct 2018
- Cambridge Investment Research, IncNov 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Wealth Planning Group
Legal name: Wpg Advisers, LLC
$360.9MAssets managed
399Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2650114
- Firm CRD
- 291708