Jesse Becker is a registered investment advisor at Keystone Financial, based in Eau Claire, WI, with 2 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 258 clients with $51M 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 | 1.75% |
Maximum annual fee is 1.75%. Actual fee is determined on a client-by-client basis and may be negotiable.
Fee Estimator
Location
4252 Southtowne Drive , Suite D, Eau Claire, WI, 54701
Get directionsHistory
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 an insurance agent at Couture Advisory Group, LLC since November 2023, dedicating about 10-20% of their time to insurance sales and services. Jesse also owns Keystone Tax LLC, where they work as a tax preparer and bookkeeper, spending about 10% of their time on this activity.
Employment History
Current Registrations
Keystone Financial
Previous Registrations
Ae Wealth Management, LLC
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.