Jesse James Tolsma

Current Employers

Employment History

• 12/2017 → 04/2018
  Vantage Point Solutions Inc.
  Mitchell, SD
• 06/2014 → 11/2017
  Elo Professionals Llc
  Mitchell, SD
• 09/2016 → Present
  Mitchell Christian School
  Mitchell, SD
• 04/2018 → Present
  Dice Financial Services Group
  Mitchell, SD
• 06/2018 → 08/2023
  Royal Alliance
  Mitchell, SD
• 08/2019 → 12/2019
  Dice, Thomas Joel
  Mitchell, SD
• 12/2019 → 12/2021
  Dice Financial Investment Advisory, Llc
  Mitchell, SD
• 08/2023 → Present
  Osaic Wealth, Inc
  Mitchell, SD

Previous Registrations

• 2019-12-16 → 2021-12-10
  Dice Financial Investment Advisory, Llc
  Mitchell, SD
• 2019-08-22 → 2019-12-13
  Dice Financial Investment Advisory
  Mitchell, SD

Other Businesses

1) DICE FINANCIAL SERVICES GROUP POSITION: Health & Employer Benefits Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 05/15/2018 ADDRESS: 1716 N Sanborn Blvd, Mitchell SD 57301, United States DESCRIPTION: Sales and service of life, health, group, long-term care, disability, and similar insurance products. 2) TOLSMA FAMILY LLC POSITION: Shareholder NATURE: LLC Family-owned LLC which holds mutual funds and real estate owned and governed by Jay Tolsma INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2012 ADDRESS: 800 W 16th Ave, Mitchell SD 57301, United States DESCRIPTION: I do not have any current duties. This is an LLC set-up for family. Owned and operated by Jay Tolsma. 3) LAKE MEMORIES LLC POSITION: Member NATURE: LLC - Owned by Family (my wife and mother-in-law) - owns a property in Arnold's Park, IA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2022 ADDRESS: 5406 S. Durham Ave, Sioux Falls SD 57108, United States DESCRIPTION: Duties are minimal if any by definition - make sure bills are set up and paid for. This LLC was formed to own a property together which we use for our family. 4) FIRST CIRCUIT CASA - BOARD OF DIRECTORS POSITION: Board Member NATURE: Serve on the board of directors for First Circuit CASA. First Circuit CASA is a private, nonprofit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 115 E 11th Ave, Mitchell SD 57301, United States DESCRIPTION: Serve on the board of directors for First Circuit CASA. Duties include attending board meetings and being involved in the CASA organization in the community. 5) AVERA QUEEN OF PEACE FINANCE COMMITTEE POSITION: Committee Member NATURE: Avera Queen of Peace is a Non-Profit Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 525 Foster St., Mitchell SD 57301, United States DESCRIPTION: The mission of Avera Queen of Peace and the Gospel values of compassion, hospitality, and stewardship are the guiding principles for the Finance Committee. The Committee reviews and recommends the financial plans for Avera Queen of Peace. The Committee evaluates and reviews the financial performance of Avera Queen of Peace and recommends to the Board of Directors financial plans consistent with the values and philosophy of Avera Health's sponsors. 6) MITCHELL CHRISTIAN EDUCATION ASSOCIATION - SCHOOL BOARD POSITION: School Board Member NATURE: Nonprofit Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 805 W 18th Ave, Mitchell SD 57301, United States DESCRIPTION: Serve as a member of the Mitchell Christian School Board. Recommend and create plans and goals for the school. Create and monitor systems and processes. Ensure progress and accountability, and advocate for students. Attend monthly school board meetings. In this position I don't hold any check writing or money movement authority.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-27

Other Names

• Jesse James Tolsma
• Jesse James Tolsma