Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Wagner is a financial advisor with over 15 years of experience in the industry. Jesse is currently registered with Robert W. Baird & Co. Inc. and holds a variety of licenses and certifications including Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE and Series 7. Previously, Jesse worked at CETERA ADVISOR NETWORKS LLC, INVESTMENT CENTERS OF AMERICA, INC., SII INVESTMENTS, INC., MML INVESTORS SERVICES, LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jesse is a registered investment advisor and offers a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
09/25/2024 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
03/27/2018 - 09/24/2018
CETERA ADVISOR NETWORKS LLC (GREENVILLE WI)
WI
11/04/2014 - 02/20/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
11/04/2014 - 02/20/2018
SII INVESTMENTS, INC. (APPLETON WI)
AZ
05/01/2014 - 11/10/2014
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
WI
10/07/2013 - 03/24/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
04/09/2009 - 09/06/2013
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
01/15/2009 - 09/06/2013
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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