Laura
Tessmer

Onedigital Investment Advisors

CRD#4546733
Investment Advisor
in Auburn Hills, MI

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About this Advisor

Laura Tessmer is a financial advisor based in Auburn Hills, Michigan, working with Onedigital Investment Advisors. Laura has previously held positions at Plante Moran Financial Advisors, Telemus Capital, LLC, Resources Investment Advisors, Inc, and Sha Retirement Group. Laura has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Laura is part of Onedigital Investment Advisors, which operates out of Auburn Hills, Michigan. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3254 University Drive Suite 190
Auburn Hills, MI 48326

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

MI Average: $2,243,162,756
Total Number of Employees

550

MI Average: 44
Total Number of Accounts

57,121

MI Average: 4,091
Average Account Size

$1,875,008

MI Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Laura Tessmer Work History

2015 - Present (9 years)

Resources Investment Advisors, Inc

2015 - Present (9 years)

Sha Retirement Group

2015 - 2015 (< 1 year)

Telemus Capital, LLC

2007 - 2015 (8 years)

Plante Moran Financial Advisors

Disclosures

Please visit the SEC profile of Laura Tessmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Donald Bateman
Knoxville, TN
Melissa Marin
Overland Park, KS
Allie Rivera
Overland Park, KS
Katie Calpin
West Harrison, NY
Jonas Boyer
Overland Park, KS
Ryan Boyle
Walnut Creek, CA
John Carey
Overland Park, KS
Mindy Filer
Hummelstown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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