Unclaimed Profile

Peggy O'dell Kessinger

CEDAR FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon

Series 65Clean record18 years registeredCEDAR FINANCIAL ADVISORS, LLC

3853 SW HALL BOULEVARD, BEAVERTON, OR 97005-2049CRD# 5481535Firm CRD# 146084

Profile Verification

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

Identity

Peggy O'dell Kessinger · BEAVERTON, OR

Registration

CRD #5481535 · CEDAR FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CEDAR FINANCIAL ADVISORS, LLC

THE MATHER GROUP, LLC

Oct 2022 – Jan 2025

Beaverton, OR

CEDAR FINANCIAL ADVISORS, LLC

Oct 2011 – Oct 2022

BEAVERTON, OR

LIFESTYLE FINANCIAL PLANNING

Feb 2008 – Oct 2011

BEAVERTON, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 27, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CEDAR FINANCIAL ADVISORS, LLC

CRD 146084 · SEC 801-121484

AUM

$121M

Regulatory assets under management

Employees

420 client accounts

Services offered by CEDAR FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CEDAR FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Peggy O'dell Kessinger offer?

Peggy O'dell Kessinger specializes in Financial Planning, Investment Management.

What are Peggy O'dell Kessinger's credentials?

Peggy O'dell Kessinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peggy O'dell Kessinger located?

Peggy O'dell Kessinger is based in BEAVERTON, Oregon, last registered with CEDAR FINANCIAL ADVISORS, LLC.

How does Peggy O'dell Kessinger charge for services?

Peggy O'dell Kessinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CEDAR FINANCIAL ADVISORS, LLC?

CEDAR FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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