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Parker Jonathan robert Kaesgen

Oneseven

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About Parker Jonathan robert Kaesgen

Parker Kaesgen is a registered investment advisor representative with Oneseven. Parker Kaesgen has been in the industry for over 10 years. Parker Kaesgen works out of the Beachwood, OH office. Parker Kaesgen has a Series 65, Series 6TO and SIE license. Parker Kaesgen specializes in providing financial planning, pension consulting and educational seminars.

Firm Information

Parker Kaesgen is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

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

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percentage of assets

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

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other

Solicitors' fees for referrals to other money managers

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Parker Kaesgen’s Registration & Firm History

OH

11/29/2023 - Present

Oneseven (BEACHWOOD OH)

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Licenses & Designations

IA

Issued 10/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Parker Jonathan robert Kaesgen.
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