Andrew David Kessler
Investment adviser representative at Rfg Advisory, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Rfg Advisory, LLCMar 2023 to now
- Rfg Advisory, LLC dba Investa Financial PlanningMar 2023 to now
- Allworth Financial, L.P.Oct 2015 to Mar 2023
- Aw SecuritiesOct 2015 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, SC, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 6211526
- Firm CRD
- 158401