JD
JD

Jesse Dalsing

25 Years of Experience
Hazel Green, WI
Broker

Jesse Dalsing is a registered investment advisor at Empower Advisory Group, LLC, based in Hazel Green, WI, with 25 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hazel Green, WI

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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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Employment History
Current Registrations
Empower Advisory Group, LLC
September 2021 - Present · 4 yrs 8 mos
Empower Financial Services, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Empower Financial Services, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Prudential Customer Solutions LLC
May 2019 - November 2020 · 1 yr 6 mos
Global Portfolio Strategies, INC.
October 2006 - December 2018 · 12 yrs 2 mos
Prudential Investment Management Services LLCBroker
April 2005 - September 2021 · 16 yrs 5 mos
Prudential Retirement Brokerage Services, INC.
August 2002 - April 2005 · 2 yrs 8 mos
Prudential Retirement Brokerage Services, INC.Broker
July 2000 - April 2005 · 4 yrs 9 mos
State Registrations45 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.