ADVISOR BIO

Jesse Melichar is a financial advisor at Harbour Investments, Inc., a firm with over $6 billion in assets under management. Jesse has been working in the financial industry since 2005 and is registered to offer investment advice in Wisconsin. Jesse has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jesse's areas of expertise include financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Jesse Drake is a financial advisor at Morgan Stanley. Jesse has been in the industry since 2018, with prior experience at Cambridge Investment Research, Inc. and Community First Credit Union. Jesse holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses, and is registered in 52 states and Puerto Rico. Jesse specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Jesse Richard Dalsing is an investment advisor representative with Empower Advisory Group, LLC, a firm based in Greenwood Village, Colorado. Jesse has been in the industry since 2000 and has experience providing financial planning and portfolio management for individuals. Jesse holds a Series 6, 7, 63, and 65 license as well as the SIE designation. Empower Advisory Group, LLC is a firm that provides a wide range of investment advisory services, including financial planning, portfolio management, and educational seminars. Jesse is a registered representative with the state of Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Jesse Dean Grutz is an investment advisor representative registered with AE Wealth Management, LLC, with offices in Delafield, Wisconsin and Topeka, Kansas. Jesse has been in the industry since 2009. Jesse holds a Series 65 license and is registered in Wisconsin and Texas. Jesse specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. In addition to being an investment advisor representative, Jesse also owns and operates Grutz Financial in Delafield, Wisconsin, providing insurance sales and services.

SPECIALIZATIONS

ADVISOR BIO

Jesse Michael Sindorf is a financial advisor with IAG Wealth Partners, LLC. Jesse has been in the financial services industry since September 24, 2017. Jesse is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Jesse is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative (RR). Jesse is licensed to sell securities in Arizona, Florida, Illinois, Indiana, Minnesota, North Carolina, Texas, and Wisconsin. Jesse holds the Series 66, Series 7 and SIE securities licenses.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

Jesse 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.

SPECIALIZATIONS

ADVISOR BIO

Jesse Beckermann is an Ameriprise Financial Services, LLC registered representative. Jesse is also a licensed investment advisor representative. Jesse has been in the securities industry since February 22, 1999. Jesse's experience includes working with clients such as trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Jesse Jerome Cole is an investment advisor representative at Global View Capital Management LLC. Jesse Cole is registered with the state of Washington as an Investment Advisor Representative. Jesse Cole is also registered with the state of Texas as an Investment Advisor Representative. Jesse Cole has been in the industry for over 10 years. Jesse Cole is a registered representative and has passed the Series 6, Series 63 and Series 65 exams. Jesse Cole previously worked at PURSHE KAPLAN STERLING INVESTMENTS and THE STRATEGIC FINANCIAL ALLIANCE, INC.. Jesse Cole also works as an independent contractor for Global View Capital Advisors, LLC, an affiliate of Global View Capital Management, LLC.

SPECIALIZATIONS

ADVISOR BIO

Jesse Niederbaumer is an investment advisor representative at Vantage Financial Partners, LLC in Elm Grove, WI. Jesse has been in the securities industry for over 20 years and has experience working with individual and institutional clients. Jesse Niederbaumer is licensed to provide investment advice in Texas and Wisconsin. Jesse Niederbaumer previously worked at Thrivent Investment Management Inc. for over 19 years and First Heartland Capital, Inc. for less than a year. Jesse Niederbaumer has passed Series 6, Series 7, Series 63, and Series 65 exams. Jesse Niederbaumer holds registrations with FINRA and the state of Texas.

SPECIALIZATIONS