Jesse Tolsma
Jesse Tolsma is a registered investment advisor at Osaic Wealth, INC., based in Mitchell, SD, with 7 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1716 N Sanborn Blvd, Mitchell, SD, 57301
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesse is a Health & Employer Benefits Advisor at DICE Financial Services Group, dedicating nearly full-time hours to sales and service of various insurance products. He also holds a share in Tolsma Family LLC and is a member of Lake Memories LLC, both family-owned LLCs, and serves as a board member for First Circuit CASA, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Dice Financial Investment Advisory, LLC
Dice Financial Investment Advisory
Royal Alliance Associates, INC.
State Registrations7 states
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