Tessa E Steinemann

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 07/2017
  Jpmorgan Asset And Wealth Management
  New York, NY
• 07/2017 → 10/2024
  Civista Investments
  Sandusky, OH
• 08/2017 → 10/2024
  Lpl Financial Llc
  Sandusky, OH
• 08/2020 → 12/2024
  Beachbody Llc
  Vermilion, OH
• 06/2024 → 12/2024
  Stg Galloway - Airbnb
  Sandusky, OH
• 10/2024 → Present
  Kestra Investment Services Llc
  Sandusky, OH
• 10/2024 → Present
  Kestra Advisory Services Llc
  Sandusky, OH

Previous Registrations

• 2017-12-07 → 2024-10-18
  Lpl Financial Llc
  Sandusky, OH
  Sandusky, OH
  Sandusky, OH
  Castalia, OH
  Huron, OH
  Port Clinton, OH
  Akron, OH
  Westlake, OH
  Mayfield Heights, OH
  Beechwood, OH
  Sandusky, OH
  Sandusky, OH

Other Businesses

Name: HARBOURTOWN FINE ARTS CENTER POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 736 Main St, Vermilion OH 44089 DESCRIPTION: Advise the board on fundraising and help with fundraising efforts and events. Name: TRUE ALPHA WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 5004 Timber Commons Dr, Sandusky OH 44870 DESCRIPTION: Financial advising and consulting. Name: SANDUSKY EDUCATION FOUNDATION POSITION: Treasurer / Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2021 ADDRESS: 135 E Washington Row, Sandusky OH 44870 DESCRIPTION: I am the treasurer. I monitor their finances and create the monthly financial report. Also advise the President on all matters of the organization. Name: THE ASSEMBLY OF ERIE COUNTY POSITION: President NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 5125 Liberty Ave, Vermilion OH 44089 DESCRIPTION: I help coordinate the 3 events and help the secretary manage the member list and help the treasurer collect dues by reaching out to members reminding them to pay. Name: INVEST WITH TESS LLC POSITION: owner NATURE: pass thru LLC for income from Kestra INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2024 ADDRESS: 5125 Liberty Ave, Vermilion OH 44089 DESCRIPTION: This is my pass thru LLC for income from Kestra Name: DIVORCE TRIFECTA POSITION: Using as a marketing arm NATURE: null INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 04/14/2025 ADDRESS: 5004 Timber Commons Dr, Sandusky OH 44870, United States DESCRIPTION: Create content for marketing purposes NAME: TESSA STEINEMANN POSITION: Bookkeeper NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/04/2025 ADDRESS: 5125 Liberty Ave, Vermilion OH 44089, United States DESCRIPTION: Managing the Quickbooks and helping with Marketing for my husband's business Lehky Marine. NAME: INVEST WITH TESS LLC POSITION: owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 10/20/2024 ADDRESS: 5125 Liberty Ave, Vermilion OH 44089, United States DESCRIPTION: This is my pass thru LLC for income from Kestra. I also am adding that I am using it for income from contracted labor from my husbands business Lehky Marine as I help them with Advertising & Bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-05
• S63 Uniform Securities Agent State Law Examination
  2012-09-28

Designations

• Certified Financial Planner