Tara M. Hessert

IME FINANCIAL

Kettering, OH 45440

Some features on this profile are disabled

CRD#: 2693121

Professional summary

Tara Marie Hessert is a registered financial advisor currently at IME FINANCIAL, LLC located in Kettering, Ohio.

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tara has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MS. TARA MARIE HESSERT IS A PRESIDENT/OWNER OF DYNAMIC PENSION SERVICES, INC; NON-INVESTMENT RELATED;2173 HWEITT AVE, STE A, KETTERING, OH 45440; THIRD PARTY RETIREMENT PLAN ADMINISTRATION; 100% OF MY TIME IS WITH DPS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Marie Hessert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2011 - Present

IME FINANCIAL, LLC

Office #1: 2176 Hewitt Ave Suite A, Kettering, OH 45440

RIA

CRD#: 154630

Kettering, OH

Past

October 8, 2014 - December 14, 2017

DYNAMIC EMPLOYEE SOLUTIONS, LLC.

RIA

CRD#: 169783

VANDALIA, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/6/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2011

Uniform Investment Adviser Law Examination

Current Firm

IME FINANCIAL, LLC

CRD#: 154630 / SEC#:

Ohio

Registered Investment Advisory firm - (10/4/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2176 Hewitt Ave Suite A, Kettering, OH 45440

Mailing Address

Phone number

(937) 434-4488

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tara M. Hessert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Marie Hessert's CRS (Customer Relationship Summary).

Certified licenses

Experience

IME FINANCIAL, LLC

DYNAMIC EMPLOYEE SOLUTIONS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2011

Current Firm

IME FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

IME FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors