Graham Kessel (CRD# 6188613) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 10 years of experience in the finance industry.
CRD# 4659590
Global View Capital Management LLC
CRD# 1574689
Johnson Wealth Inc.
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Bank | Milwaukee, WI | May 2022 - Current | 2 |
| Johnson Wealth Inc. | Milwaukee, WI | Oct 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Waukesha, WI | Nov 2016 - Oct 2020 | 3 |
| Wells Fargo Advisors, LLC | Waukesha, WI | Apr 2016 - Nov 2016 | < 1 |
| Bank Of America, N.a. | Waukesha, WI | Jun 2014 - Apr 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waukesha, WI | Oct 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- WI
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Total Assets Under Management8,436MILLIONS
-
Total Number of Accounts2,516ACCOUNTS
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Average Account Value$3,352,928
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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