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Todd Allyn Tessler

SIERRA WEALTH GROUP, LLC·BIGFORK, Montana
SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record25 years registeredSIERRA WEALTH GROUP, LLC
62 BAY HARBOR DRIVE, BIGFORK, MT 59911CRD# 2940401Firm CRD# 151292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Allyn Tessler · BIGFORK, MT
Registration
CRD #2940401 · SIERRA WEALTH GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

LIFE PLANNING ADVISORS LLC
Jan 2019 – present
SIERRA WEALTH GROUP, LLC
Nov 2013 – Dec 2018
ROLLING HILLS ESTATES, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2013
LOS ANGELES, CA
RAYMOND JAMES FINANCIAL SERVICES
Mar 2005 – Jan 2009
LOS ANGELES, CA
UBS FINANCIAL SERVICES INC.
Feb 2001 – Mar 2005
CENTURY CITY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · February 21, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIERRA WEALTH GROUP, LLC
CRD 151292 · SEC 801-126603
AUM
$133M
Regulatory assets under management
Employees
4
724 client accounts
Services offered by SIERRA WEALTH GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIERRA WEALTH GROUP, LLC →
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05

Frequently Asked Questions

What services does Todd Allyn Tessler offer?
Todd Allyn Tessler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIGFORK, Montana for a consultation.
What are Todd Allyn Tessler's credentials?
Todd Allyn Tessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Allyn Tessler located?
Todd Allyn Tessler is based in BIGFORK, Montana, working with SIERRA WEALTH GROUP, LLC. Their office serves clients in the BIGFORK metropolitan area and surrounding communities.
How does Todd Allyn Tessler charge for services?
Todd Allyn Tessler's firm is compensated through percentage of aum, subscription fees, other: % of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA WEALTH GROUP, LLC?
SIERRA WEALTH GROUP, LLC has approximately 4 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIERRA WEALTH GROUP, LLC

Jeffrey Bruce Goldman
BIGFORK, MT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Montana
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