Jesse Dunsmore, financial advisor Appleton WI
89 score

Jesse Dunsmore

CRD Number: 6313028
Current Firm: Principal Securities, Inc.

Jesse Dunsmore (CRD# 6313028) is an Investment Advisor Representative working at Principal Securities, Inc. in Appleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Financial Group Of Wisconsin LLC Appleton, WI May 2015 - Current 1
Principal Life Insurance Company Appleton, WI Mar 2014 - Current 2
Princor Financial Services Corporation Appleton, WI Mar 2014 - Current 2
Lori Furton China Twp, MI May 2013 - Mar 2014 < 1
Blue Water Developmental Marysville, MI Nov 2011 - Mar 2014 2
Impact Port Huron, MI Jun 2010 - Mar 2014 3
St Clair County Cmh Port Huron, MI Nov 2010 - Nov 2011 1
Unemployed East China, MI Apr 2010 - Jun 2010 < 1
Times Herald Port Huron, MI Jul 2008 - Apr 2010 1
Amc Theater Auburn Hills, MI Sep 2006 - Jul 2008 1
Riverside Cinemas Marine City, MI Feb 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jesse T. Dunsmore
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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