Michael
Chapman

Kessler Investment Group, LLC

CRD#1114425
Investment Advisor
in Columbus, IN

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About this Advisor

Michael Chapman is a financial advisor based in Columbus, Indiana, working with Kessler Investment Group, LLC. Michael has previously held a position at Provident Capital Management, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Michael is part of Kessler Investment Group, LLC, which operates out of Columbus, Indiana. The firm has 1 office and 7 employees. The firm manages assets totaling $234.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kessler Investment Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

50 Washington Street Suite 3B
Columbus, IN 47201

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Kessler Investment Group, LLC Brokerage Details

Total Assets Under Management

$234,775,733

IN Average: $1,347,246,178
Total Number of Employees

7

IN Average: 46
Total Number of Accounts

1,019

IN Average: 1,775
Average Account Size

$230,398

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Chapman Work History

2002 - Present (23 years)

Provident Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Chapman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kessler Investment Group, LLC

John Eisenbarth
Columbus, IN
Craig Kessler
Columbus, IN
Michael Chapman
Columbus, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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