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Tara Hessert

14 Years of Experience
Kettering, OH

Tara Hessert is a registered investment advisor at Ime Financial, LLC, based in Kettering, OH, with 14 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$1,000 - $100,000/year
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Location

2176 Hewitt Ave, Suite A, Kettering, OH, 45440

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tara is the President and Owner of Dynamic Pension Services, Inc., a third-party retirement plan administration company. Tara dedicates all of her time to this business.

Employment History
Current Registrations
Ime Financial, LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Dynamic Employee Solutions, LLC.
October 2014 - December 2017 · 3 yrs 2 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.