This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TESSARA WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Personal Financial Specialist

First registration

Jan 29, 2018

Dual registered

no

Other names

JOANN H SMITH|JOANN HUBER SMITH|JOANN HUBER SMITH|JOANN HUBER

IAPD individual key

5869343

• Occurred

  Nov 16, 2023
  Advisor changed firm

  Joann Huber left Avantax Planning Partners, Inc. for Tessara Wealth (registered 2024-08-29)

  Form ADVobserved 5 days ago
• Occurred

  Jul 19, 2022
  Advisor changed firm

  Joann Huber left Barber Financial Group for Avantax Planning Partners, Inc. (registered 2023-04-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:982a413f-0ca6-512a-ee64-be4e2985e03b

First observed

Jan 29, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.