Jesse W. Dunsmoor
Investment adviser representative at Midwest Professional Planners, Ltd.
11 yearsExperience
1 stateRegistered in
CFADesignation
$649.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Midwest Professional Planners, Ltd.Feb 2026 to now
- Midwest Professioal Planners, Ltd.Sep 2022 to now
- Midwest Professional Planners, Ltd.Aug 2022 to Jan 2026
- Cleveland-cliffs Inc.Oct 2021 to Jul 2022
- Cleveland-cliffs Inc.Mar 2015 to Sep 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Midwest Professional Planners, Ltd.
$649.3MAssets managed
837Clients
17Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7603373
- Firm CRD
- 112995