Jesse T. Dunsmore

CORNERSTONE FINANCIAL GROUP

Appleton, WI 54911

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CRD#: 6313028

Professional summary

Jesse Tyler Dunsmore is a registered financial advisor currently at CORNERSTONE FINANCIAL GROUP located in Appleton, Wisconsin.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jesse has worked at 6 firms and has passed the Series 66, SIE 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.

1. Cornerstone Enterprises, LLC dba Cornerstone Financial Group. Investment Related. At Registered Location. Registered Investment Adviser. Paraplanner, Advisory Client Service Specialist. Paraplanner, Advisory Client Service Specialist. 5/15/2023. 160 hours/month. 130 hours/month during trading hours. Assist advisor(s) with data entry, research, analysis of client data, paperwork processing, securities trading, and general client service. 2. Jesse Dunsmore (self-employed). Not Investment-related. 1424 N Clark Street, Appleton, WI 54911. Freelance writer. Freelance writer. Self-employed, freelance writer. 9/1/2023. 10 hours/month. 0 hours/month during trading hours. I write short fiction pieces for clients, compensated at a per-word rate.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

May 18, 2023 - Present

CORNERSTONE FINANCIAL GROUP

Office #1: 158 E Northland Ave, Appleton, WI 54911

RIA

CRD#: 324255

Appleton, WI

Past

October 5, 2023 - October 11, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Appleton, WI

Past

April 5, 2018 - May 12, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Appleton, WI

Past

April 5, 2018 - May 12, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Appleton, WI

Past

March 3, 2017 - March 7, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

March 3, 2017 - March 7, 2018

SCOTTRADE, INC.

CRD#: 8206

APPLETON, WI

Past

May 2, 2014 - March 10, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

APPLETON, WI

Past

April 17, 2014 - March 10, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE FINANCIAL GROUP

CORNERSTONE ENTERPRISES, LLC | CORNERSTONE FINANCIAL GROUP

CRD#: 324255 / SEC#: 801-127126

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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

Texas
(5/18/2023)

IAR

Wisconsin
(5/18/2023)

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

IAR

Series 66

Date: 4/30/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/2014

General Securities Representative Examination

Current Firm

CORNERSTONE FINANCIAL GROUP

CORNERSTONE ENTERPRISES, LLC | CORNERSTONE FINANCIAL GROUP

CRD#: 324255 / SEC#: 801-127126

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

158 E Northland Ave, Appleton, WI 54911

Mailing Address

Phone number

(920) 832-3821

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - CORNERSTONE ENTERPRISES, LLC DBA CORNERSTONE FINANCIAL GROUP (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,386
AUM (Assets Under Management)	$ 183,820,785

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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Advisor Monitoring

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Jesse T. Dunsmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

CORNERSTONE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/16/2014

Current Firm

CORNERSTONE FINANCIAL GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE FINANCIAL GROUP

TRUST BUT VERIFY

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