JD
JD

Jesse Dunsmoor

3 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
771 clients
Average Client Portfolio
$719K average
Assets Under Management
$554.3M

Fee Structure

Minimum Investment:$100K
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Location

2610 Stewart Avenue, Suite 100, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jesse coaches for the Hermantown Youth Soccer Association, a local youth soccer club, since January 2025. This activity is not investment-related.

Employment History
Current Registrations
Midwest Professional Planners, LTD.
August 2022 - Present · 3 yrs 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Jesse Dunsmoor - Financial Advisor | TrueAdvisor