Laura Tessmer, financial advisor Troy MI
93 score

Laura Tessmer

CRD Number: 4546733
Current Firm: Resources Investment Advisors

Laura Tessmer (CRD# 4546733) is an Investment Advisor Representative working at Resources Investment Advisors in Troy, MI and has over 13 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Troy MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Troy MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Troy MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Company Name Location Dates Years
Sha Retirement Group Troy, MI Jun 2015 - Current 1
Resources Investment Advisors, Inc. Leawood, KS Jun 2015 - Current 1
Telemus Capital, LLC Southfield, MI Apr 2015 - Jun 2015 < 1
Plante Moran Financial Advisors Southfield, MI Sep 2007 - Mar 2015 7
Asset Strategies Auburn Hills, MI Apr 2007 - Sep 2007 < 1
Callan Associates Chicago, IL Jan 2006 - Apr 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Laura A. Tessmer
Phone Number: 913-338-5300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,124
    MILLIONS
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.