Jesse W. Dunsmoor

Employer firm

Midwest Professional Planners, Ltd. CRD 112995

$649M regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 01/2026
  Midwest Professional Planners, Ltd.
  Duluth, MN
• 10/2021 → 07/2022
  Cleveland-Cliffs Inc.
  Forbes, MN
• 03/2015 → 09/2021
  Cleveland-Cliffs Inc.
  Forbes, MN
• 09/2022 → Present
  Midwest Professioal Planners, Ltd.
  Duluth, MN
• 02/2026 → Present
  Midwest Professional Planners, Ltd.
  Duluth, MN

Other Businesses

HERMANTOWN YOUTH SOCCER ASSOCIATION LOCAL YOUTH SOCCER CLUB COACH SINCE 01/2025 NOT INVESTMENT RELATED SHEPHERD OF THE HILLS LUTHERAN CHURCH NON-PROFIT RELIGIOUS ORGANIZATION PLANNED GIVING COMMITTEE RECORDING SECRETARY SINCE 02/2026 NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-23

Designations

• Chartered Financial Analyst

Other Names

• Jesse Dunsmoor