linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michelle Joann Kessel-harbart

Avisen Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michelle? Claim Your Profile

About Michelle Joann Kessel-harbart

Michelle Kessel-harbart is a registered investment advisor representative with Avisen Advisors, LLC. Michelle has been in the industry since February 21, 2012. Michelle is licensed to provide investment advice in California and has been registered with the state since June 25, 2019. Michelle's specialties include financial planning, selection of other advisors, and portfolio management for individuals and businesses. Michelle currently works for Avisen Advisors, LLC in Sacramento, California.

Firm Information

Michelle Kessel-harbart is currently registered with Avisen Advisors, LLC. Avisen Advisors, LLC is an investment advisor registered with the SEC and located in Sacramento, California. They manage approximately $305 million in assets for a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
Avisen Advisors, LLC

3620 AMERICAN RIVER DRIVE

SACRAMENTO, CA 95864

$305.43M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michelle Kessel-harbart’s Registration & Firm History

CA

06/25/2019 - Present

Avisen Advisors, LLC (SACRAMENTO CA)

Not sure if Michelle Joann Kessel-harbart is right for you?

Licenses & Designations

BOTH

Issued 06/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Joann Kessel-harbart.
Not sure if Michelle Joann Kessel-harbart is right for you?