Jesse
Kuusisto

Laurel Wealth Planning

CRD#6874302
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jesse Kuusisto is a financial advisor based in Minneapolis, Minnesota, working with Laurel Wealth Planning. Jesse has previously held positions at Laurel Wealth Planning, LLC, Augsburg College, Minnesota Department Of Commerce, and Hydroseeding Creations, Inc. Jesse has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Jesse is part of Laurel Wealth Planning, which operates out of Minneapolis, Minnesota. The firm has 7 employees and manages assets totaling $354.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Laurel Wealth Planning includes asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3300 Edinborough Way Suite 790
Minneapolis, MN 55435

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Laurel Wealth Planning Brokerage Details

Total Assets Under Management

$354,710,057

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

889

MN Average: 8,262
Average Account Size

$398,999

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jesse Kuusisto Work History

2021 - Present (3 years)

Laurel Wealth Planning, LLC

2017 - 2020 (3 years)

Laurel Wealth Planning, LLC

2016 - 2017 (1 year)

Augsburg College

2016 - 2016 (< 1 year)

Minnesota Department Of Commerce

2013 - 2017 (4 years)

Augsburg College

2013 - 2015 (2 years)

Hydroseeding Creations, Inc

Disclosures

Please visit the SEC profile of Jesse Kuusisto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Laurel Wealth Planning

Jesse Kuusisto
Minneapolis, MN
Mallory Kretman
Minneapolis, MN
Laura Kuntz
Minneapolis, MN
Maxwell Carlos
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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