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VERIFIEDJonathan Kesselman
Kesselman Wealth Management
159 Crocker Park Blvd Suite 400
Westlake, OH 44145
440-709-3315
About Kesselman Wealth Management
Kesselman Wealth Management is a fee-based financial planning practice affiliated with LPL Financial, serving clients in the greater Cleveland area and across the country.
We work primarily with individuals and families in or approaching retirement -- helping them turn years of saving into a reliable, sustainable financial plan for the years ahead. That means building retirement income strategies, navigating Social Security and Medicare decisions, managing investment portfolios with an eye toward both growth and preservation, and coordinating the estate planning considerations that become increasingly important in this stage of life.
What sets our practice apart is how we work. We don't lead with products or investment performance. We start by understanding your situation -- your goals, your concerns, and what you want the next chapter of your life to look like. From there we build a plan that's specific to you, explained clearly, and revisited regularly as your life evolves.
We believe that financial planning done well isn't just about numbers. It's about helping people feel genuinely confident about their financial future -- and ready for whatever comes next.
See Disclosures
General Information
Firm Start Year
CRD#
6222037
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
Years of Experience in Financial Services
11
Work with the following types of clients
Individual Investors
Advisory Services Provided
Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Services
Investment Types
Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Office, Your Home, Video Conference
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
JD, CFP®, CDFA®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Long Term Care, Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Education
Bachelor of Science in Business Administration - Finance
Boston University
09/01/2004 -05/15/2008
Juris Doctor - Law
William Mitchell College of Law
09/01/2009 -05/20/2012
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf