Jesse Sell

PREVAIL FINANCIAL PARTNERS

BAYPORT, MN 55003

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CRD#: 2221965

Professional summary

Jesse Sell, CFP® is a registered financial advisor currently at PREVAIL FINANCIAL PARTNERS, LLC located in Bayport, Minnesota.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jesse has worked at 3 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

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.

Mr. Sell is the Treasurer/Secretary for his neighborhood Homeowners Association, West Lakeland, Minnesota, Not Investment Related, Started 2022, Role includes collecting homeowner dues, paying bills incurred, compling/distributing notes from annual meetings, and providing information to tax preparer annually. Less than 5% of hours devoted to this activity during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Sell'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 1, 2019 - Present

PREVAIL FINANCIAL PARTNERS, LLC

Office #1: 342 Fifth Avenue N. Suite 150, Bayport, MN 55003

RIA

CRD#: 299552

BAYPORT, MN

Past

November 26, 2013 - March 4, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Lake Elmo, MN

Past

July 15, 2008 - March 4, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Lake Elmo, MN

Past

June 22, 1994 - March 5, 2008

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

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

Minnesota
(3/1/2019)

IAR

Texas
(7/19/2021)

IAR

Wisconsin
(3/15/2019)

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

Series 63

Date: 9/8/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 11/17/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/20/1994

General Securities Representative Examination

Current Firm

PREVAIL FINANCIAL PARTNERS, LLC

CRD#: 299552 / SEC#:

Minnesota

Registered Investment Advisory firm - (3/1/2019 Approved)

Texas

Registered Investment Advisory firm - (6/17/2021 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (3/15/2019 Approved)

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Contact information

Main Address

106 Chestnut Street E. Suite 307, Stillwater, MN 55082

Mailing Address

Phone number

(651) 289-6683

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 56,244,000

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.

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Jesse Sell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Sell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREVAIL FINANCIAL PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/1994

SIE

Date: 10/1/2018

Series 55

Date: 11/17/1998

Series 7

Date: 6/20/1994

Current Firm

PREVAIL FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREVAIL FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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