Tessa E Steinemann
Investment adviser representative at Kestra Private Wealth Services, LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Kestra Private Wealth Services, LLCOct 2024 to now
- Kestra Advisory Services LLCOct 2024 to now
- Kestra Investment Services LLCOct 2024 to now
- Stg Galloway - AirbnbJun 2024 to Dec 2024
- Beachbody LLCAug 2020 to Dec 2024
- LPL Financial LLCAug 2017 to Oct 2024
- Civista InvestmentsJul 2017 to Oct 2024
- JPMorgan Asset and Wealth ManagementJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6112623
- Firm CRD
- 155193