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Kara Anne Stessl

Tripletree, LLC

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About Kara Anne Stessl

Kara Stessl is a financial professional with over 1 year of experience in the industry. Kara is currently registered with Tripletree, LLC and is licensed in Minnesota and New York. Kara has passed the Series 63, Series 79TO and SIE exams. Kara previously worked at Houlihan Lokey Capital, Inc.

Firm Information

Kara Stessl is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kara Stessl’s Registration & Firm History

NY

10/19/2020 - Present

Tripletree, LLC (New York NY)

NY

04/29/2019 - 10/16/2020

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2019

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2019

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kara Anne Stessl.
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