Kevin Tessmer

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2010 → 04/2020
  Nationwide Investment Services Corporation
  Columbus, OH
• 04/2020 → 12/2020
  Massmutual
  Springfield, MA
• 04/2020 → 12/2020
  Mml Distributors, Llc
  Overland Park, KS
• 02/2021 → 01/2022
  Ima Wealth, Inc.
  Overland Park, KS
• 01/2022 → Present
  T Rowe Price
  Owings Mills, MD

Previous Registrations

• 2022-02-24 → 2023-11-15
  T. Rowe Price Advisory Services, Inc.
  Overland Park, KS
• 2021-02-02 → 2022-02-16
  Ima Advisory Services, Inc.
  Overland Park, KS
  Wichita, KS
  Overland Park, KS
• 2011-07-13 → 2020-04-20
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-29
• S65 Uniform Investment Adviser Law Examination
  2011-10-31

Other Names

• Kevin Edward Tessmer