Bryton Kessel
Investment adviser representative at Rubinbrown Advisors LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm 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
11 years in the industry.
- Rubinbrown Advisors LLCAug 2026 to now
- Beacon Pointe Advisors LLCFeb 2023 to now
- Pinnacle Wealth ManagementSep 2020 to Feb 2023
- Fidelity Brokerage Services LLCMay 2020 to Aug 2020
- UnemployedFeb 2020 to May 2020
- Alps, A Dst CompanyJan 2020 to Feb 2020
- Transamerica Capital Inc.Apr 2019 to Nov 2019
- OppenheimerfundsJul 2018 to Apr 2019
- Five Rings FinancialMay 2017 to Aug 2017
- University of Colorado - BoulderMay 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Rubinbrown Advisors LLC
$3.9BAssets managed
1,160Clients
24Advisers
23 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
- 6997275
- Firm CRD
- 116909