Jesse
Tolsma
Osaic Wealth, Inc
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About this Advisor
Jesse Tolsma is a financial advisor based in Mitchell, South Dakota, working with Osaic Wealth, Inc. Jesse has previously held positions at Vantage Point Solutions Inc, Elo Professionals LLC, Mitchell Christian School, Dice Financial Services Group, Royal Alliance, Dice, Thomas Joel, and Dice Financial Investment Advisory, LLC. Jesse has passed the Series 66 regulatory exam and is registered to provide services in South Dakota. Currently, Jesse is part of Osaic Wealth, Inc, which operates out of Mitchell, South Dakota. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jesse Tolsma Work History
Dice Financial Services Group
Royal Alliance
Mitchell Christian School
Dice, Thomas Joel
Dice Financial Investment Advisory, LLC
Vantage Point Solutions Inc
Elo Professionals LLC
Disclosures
Please visit the SEC profile of Jesse Tolsma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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