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Kyle A Tessmar

Mdrn Capital

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About Kyle A Tessmar

Kyle Tessmar is a financial advisor with Mdrn Capital, LLC. Kyle has been in the industry since 2023. Kyle is registered as an Investment Advisor Representative (IAR) in the state of Michigan and holds Series 7, Series 66 and SIE licenses. Kyle’s firm is based in Annapolis, MD and has a branch office in Chesterfield, MI. The firm provides a variety of financial services including financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Kyle Tessmar is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Tessmar’s Registration & Firm History

MI

11/26/2024 - Present

Mdrn Capital (Chesterfield MI)

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Licenses & Designations

BOTH

Issued 09/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kyle A Tessmar.
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