Jesse Dunsmoor
Jesse Dunsmoor is a CFA-designated registered investment advisor at Midwest Professional Planners, LTD., based in Duluth, MN, with 4 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 7 more. Their firm serves 837 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fee is 2.5% for general asset management and up to 1.5% for Betterment platform services. Fees are negotiable.
Fee Estimator
Location
309 W. Superior St, Duluth, MN, 55802
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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 Activities
Jesse coaches for the Hermantown Youth Soccer Association, a local youth soccer club, since January 2025. This activity is not investment-related.
Employment History
Current Registrations
Midwest Professional Planners, LTD.
State Registrations1 state
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
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