Donald Alan Tessmer

Employer firm

Tax & Financial Management CRD 127757

$30.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1991 → Present
  Tax And Financial Management
  Marietta, GA
• 10/2014 → 12/2017
  Kovack Securities Inc.
  Atlanta, GA

Other Businesses

TAX & FINANCIAL MANAGEMENT INVESTMENT ADVISORY, ATLANTA GA. OWNER OPERATOR. THIS IS AN INVESTMENT RELATED ACTIVITY AND APPROXIMATELY 40 HOURS MONTHLY AND 35 HOURS MONTHLY DURING TRADING TIME IS SPENT IN COMMISSION OF THIS ACTIVITY. TAX & FINANCIAL MANAGEMENT ATLANTA GA. THIS IS NON INVESTMENT RELATED INSURANCE SALES. APPROXIMATELY 5 HOURS MONTHLY AND 5 HOURS MONTHLY DURING TRADING TIMES IS SPENT WITH THIS ACTIVITY

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-31
• S63 Uniform Securities Agent State Law Examination
  1988-06-03

Designations

• Certified Financial Planner