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Michael P Schessler

First Advisors National, LLC

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About Michael P Schessler

Michael Schessler is an investment advisor representative with First Advisors National, LLC. Michael has experience in the financial services industry since 2010. Michael is registered in Illinois. Michael has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), Securities Industry Essentials Examination (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6). Michael is a licensed insurance agent.

Firm Information

Michael Schessler is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Michael Schessler’s Registration & Firm History

IL

01/06/2022 - Present

First Advisors National, LLC (Chicago IL)

IL

07/07/2020 - 12/22/2021

AMERITAS INVESTMENT COMPANY, LLC (Naperville IL)

IL

07/29/2019 - 04/24/2020

STANCORP EQUITIES, INC. (SCHAUMBURG IL)

OH

05/28/2014 - 09/20/2018

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

IL

05/16/2012 - 07/18/2012

LPL FINANCIAL LLC (DES PLAINES IL)

NJ

09/06/2011 - 03/07/2012

ADP BROKER-DEALER, INC. (ROSELAND NJ)

IL

10/06/2010 - 06/14/2011

JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)

IL

08/09/2010 - 09/16/2010

WORLD GROUP SECURITIES, INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 11/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael P Schessler.
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