Unclaimed Profile

Joseph Keith Kessel

IFP ADVISORS, LLC·TAMPA, Florida

SIE, Series 4, Series 14, Series 24, Series 53, Series 63, Series 65Clean record20 years registeredIFP ADVISORS, LLC

3030 NORTH ROCKY POINT DRIVE WEST, TAMPA, FL 33607CRD# 3084333Firm CRD# 125112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Keith Kessel · TAMPA, FL

Registration

CRD #3084333 · IFP ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IFP ADVISORS, LLC

INDEPENDENT FINANCIAL PARTNERS

Jul 2020 – Jul 2022

TAMPA, FL

FAMILYWEALTH ASSET MANAGEMENT

Apr 2019 – Jun 2020

HIGHLANDS RANCH, CO

FAMILYWEALTH

Mar 2019 – Jun 2020

Highlands Ranch, CO

J.DEREK LEWIS & ASSOCIATES, INC.

Mar 2015 – Mar 2019

ARRINGTON, VA

GRADIENT ADVISORS, LLC

Nov 2011 – Apr 2014

TURKU

MILKIE/FERGUSON INVESTMENTS, INC.

Sep 2008 – Dec 2010

TURKU

JOLLIFFE CAPITAL, INC.

Sep 2007 – Jan 2008

BROOMFIELD, CO

AFS BROKERAGE, INC.

May 2006 – Dec 2006

BROOMFIELD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 14

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · May 22, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFP ADVISORS, LLC

CRD 125112 · SEC 801-69511

AUM

$9.8B

Regulatory assets under management

Employees

267

37,391 client accounts

Services offered by IFP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Keith Kessel offer?

Joseph Keith Kessel specializes in Financial Planning, Investment Management.

What are Joseph Keith Kessel's credentials?

Joseph Keith Kessel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Keith Kessel located?

Joseph Keith Kessel is based in TAMPA, Florida, last registered with IFP ADVISORS, LLC.

How does Joseph Keith Kessel charge for services?

Joseph Keith Kessel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFP ADVISORS, LLC?

IFP ADVISORS, LLC has approximately 267 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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