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Jesse Tyler Dunsmore

Cornerstone Financial Group

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About Jesse Tyler Dunsmore

Jesse Dunsmore is a financial advisor with Cornerstone Financial Group. Jesse has been in the financial services industry for over 9 years and has a wide range of experience in providing financial planning and investment advice. Jesse holds a Series 66 license, which allows them to provide investment advice in both the state of Wisconsin and Texas. Jesse's primary office is located in Appleton, Wisconsin, and they are registered with both FINRA and the state of Wisconsin.

Firm Information

Jesse Dunsmore is currently registered with Cornerstone Financial Group. Cornerstone Financial Group is an investment advisor located in APPLETON, WI. The firm has 4 licensed agents, 4 investment advisor representatives, and 2 registered representatives. Cornerstone Financial Group manages $146,860,940 in regulatory assets. They provide advisory services such as financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They primarily serve individuals and high-net-worth individuals.
Cornerstone Financial Group

158 E NORTHLAND AVE

APPLETON, WI 54911

$146.86M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Dunsmore’s Registration & Firm History

WI

05/18/2023 - Present

Cornerstone Financial Group (APPLETON WI)

WI

04/05/2018 - 05/12/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Appleton WI)

WI

03/03/2017 - 03/07/2018

SCOTTRADE, INC. (APPLETON WI)

WI

04/17/2014 - 03/10/2017

PRINCIPAL SECURITIES, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 04/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Tyler Dunsmore.
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