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Kayla Tessmer

Advisor at Equitable Advisors

Updated today
Equitable Advisors logo

Firm

Equitable Advisors

Location

Hutchinson, MN

Credentials

Series 66

Industry experience

2 years

About

Kayla Tessmer is a financial advisor with Equitable Advisors in Hutchinson, MN, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in education and community organizations, including Innovative Quality Schools and Teachers on Call. She serves as Secretary of the Hutchinson Parent Teacher Organization and is an Ambassador for the local Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

Hutchinson, MN

Most active in

Minnesota

Work history

Equitable

2026 - Present (1 year)

Equitable Advisors

2024 - Present (2 years)

Teachers on Call

2023 - 2024 (1 year)

Innovative Quality Schools

2020 - 2024 (4 years)

Color Street

2020 - 2022 (2 years)

Dassel-Cokato Public School, IDS 466

2016 - 2023 (7 years)

Rocori School District

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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