JD
Jesse Dunsmoor
MIDWEST PROFESSIONAL PLANNERS, LTD.
DULUTH, MN 55802
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CRD#: 7603373
JD
Professional summary
Jesse Dunsmoor is a registered financial advisor currently at MIDWEST PROFESSIONAL PLANNERS, LTD. located in Duluth, Minnesota.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jesse has worked at 1 firm and has passed the Series 65 exam.
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.
HERMANTOWN YOUTH SOCCER ASSOCIATION LOCAL YOUTH SOCCER CLUB COACH SINCE 01/2025 NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Dunsmoor'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®
NoneExperience
Current
August 23, 2022 - Present
MIDWEST PROFESSIONAL PLANNERS, LTD.
Office #1: 309 W. Superior St, Duluth, MN 55802RIA
CRD#: 112995
DULUTH, MN
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".
MP
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD. | MPPL FINANCIAL (DBA ONLY) | MPPL FINANCIAL
CRD#: 112995 / SEC#: 801-72649
RIA
Registered Investment Advisory firm - (8/24/2011 Approved)Florida
Registered Investment Advisory firm - (8/29/2011 Terminated)Illinois
Registered Investment Advisory firm - (8/24/2011 Terminated)Minnesota
Registered Investment Advisory firm - (8/29/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (8/29/2011 Terminated)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(8/23/2022)
Current Firm
MP
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD. | MPPL FINANCIAL (DBA ONLY) | MPPL FINANCIAL
CRD#: 112995 / SEC#: 801-72649
RIA
Registered Investment Advisory firm - (8/24/2011 Approved)Florida
Registered Investment Advisory firm - (8/29/2011 Terminated)Illinois
Registered Investment Advisory firm - (8/24/2011 Terminated)Minnesota
Registered Investment Advisory firm - (8/29/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (8/29/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
Mailing Address
Phone number
(715) 848-3474
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,586 |
| AUM (Assets Under Management) | $ 554,338,160 |
Red Flags
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Company Information
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD#: 112995Duluth, MN 55802TRUST BUT VERIFY
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