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Kayla Tessmer, Financial Advisor - Equitable Advisors

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Kayla Tessmer, Financial Advisor - Equitable Advisors

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I work with individuals, families, and business owners to create actionable steps to a successful financial future. I’m probably not your person.

**� Teacher-Turned Financial Guide – Real Conversations. Real Results.**

After spending 15 years as a high school English teacher, I traded grammar lessons for asset allocations—but I didn’t leave my love for education behind. Instead, I brought it to a whole new arena: **helping individuals, families, and business owners navigate their financial journeys** with clarity, purpose, and (let’s be honest) a whole lot less stress.

**� What Sets Me Apart?**
~ I don’t believe in cookie-cutter advice. Life isn’t one-size-fits-all, so neither is financial planning.
~ If understanding old retirement plans or tax efficiency feels like deciphering Shakespeare...good news: I can break down even the most complicated financial jargon into something that actually makes sense.
~ My goal isn’t just to help you retire—it’s to help you retire well, with enough left over to chase your dreams (even if your dream is just buying too much coffee without guilt).

**� My Superpowers (aka Skills You’ll Appreciate):**
~ **Problem Solver-in-Chief:** Fifteen years managing teenagers taught me how to think on my feet—now I use those skills to unravel complex financial situations and find smart solutions.
~ **Listener Extraordinaire:** I build real, meaningful relationships with my clients, rooted in understanding their *whole* story—not just their financial snapshot.
~ **Your Advocate, Not Your Salesperson:** Looking for a buttoned-up advisor who’s all about transactions and sales pitches? I prioritize relationships, trust, and long-term impact over short-term wins.

**� My "Why":**
My family is the center of my world—and the reason I became a financial advisor. I understand what it feels like to want security, freedom, and balance for the people you care about most. That’s why I work tirelessly to help my clients protect their hard work and safeguard their future, all while living life now (yes, splurging on the occasional vacation counts as "responsible").

**� Why Connect With Me?**
If you’re tired of wondering whether you're making the "right” financial moves and want a trusted partner to help you develop actionable steps tailored to your goals, I’d love to chat. Whether you’re planning for retirement, educating yourself on savings strategies, or simply figuring out how to make smarter choices around money, I’m here to guide you—all minus the stiff industry jargon. Let’s turn financial stress into confidence, one clear decision at a time. I promise to bring honesty, creativity, and maybe even a laugh or two along the way.

11/02/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

10/28/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/26/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

10/23/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

10/21/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

10/16/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

10/14/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

10/14/2026

To my fellow financial professionals and former colleagues: we’re growing, and your next career opportunity could be here! 🚀

Our team currently has open opportunities for financial professionals who value collaboration, professional development, coaching, flexibility, and making an impact with clients.

Current licensing requirements: Active FINRA Series 7, Active FINRA Series 66 (OR Series 63 with the ability to obtain Series 65 within 60 days of employment), Active State Life Insurance license

Check out the position and apply today! Financial Professional Advisor (remote): https://equitable.taleo.net/careersection/eqh_2/jobdetail.ftl?job=260000H5&tz=GMT-04%3A00&tzname=America%2FNew_York

Know someone who could be a great fit? Please share or tag someone in your network.

, M/F/D/V GE- 9150636.1(10/26)(Exp.10/30)

10/12/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

10/09/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

2 Meridian Crossing Suite 450
Minneapolis, MN
55423

Telephone

+16122433290

Website

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