Tessa Steinemann is a CFP-designated registered investment advisor, based in Vermilion, OH, with 9 years of industry experience.
Location
Vermilion, OH
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Regulatory History
Clean regulatory record
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
October 2024 - Present · 1 yr 9 mos
Kestra Private Wealth Services, LLC
October 2024 - Present · 1 yr 9 mos
Kestra Investment Services, LLCBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLC
December 2017 - October 2024 · 6 yrs 10 mos
LPL Financial LLCBroker
October 2017 - October 2024 · 7 yrs
Jpmorgan Distribution Services, INC.Broker
September 2012 - October 2013 · 1 yr 1 mo
State Registrations10 states
CAFLGAILMONYOHSCTXVA
AdvisorBrokerBoth
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.