Tessa Steinemann is a CFP-designated registered investment advisor, based in Vermilion, OH, with 10 years of industry experience. Tessa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Vermilion, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tessa owns a short-term rental property (Airbnb) and is a board member/treasurer for several organizations. She also works full-time as a financial advisor and uses a marketing arm for content creation.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Jpmorgan Distribution Services, INC.Broker
State Registrations11 states
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.