Jesse Kuusisto has been an investment adviser representative at Laurel Wealth Planning since November 2017, and is not listed among the firm’s executive officers or direct owners. Jesse Kuusisto holds a Bachelor of Arts in Finance from Augsburg College.
Laurel Wealth Planning LLC is an Edina, MN firm with $454M under management, 177 clients and 6 advisers in one office, as of its May 2026 filing.
Jesse Kuusisto is Wealth Manager of Laurel Wealth Planning. He joined the firm as an Associate Wealth Manager in 2017 and was promoted to Wealth Manager in January 2021. In August 2022 he added the role of Investment Operations Manager, in which he manages the firm's investment operations so that investment recommendations are implemented properly.
- Laurel Wealth PlanningCurrent– present · 8 yearsEdina, MN · Adviser representative · Firm CRD 122035
Professional designations
Listed by Laurel Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jesse Kuusisto is registered as an investment adviser representative in 2 states. The first approvals date from November 2017; the most recent is Texas, in March 2026.
- MinnesotaSince 16 November 2017
- TexasSince 16 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jesse Thomas Kuusisto
- CRD
- 6874302
- Firm
- Laurel Wealth Planning · CRD 122035
- Office
- 3300 EDINBOROUGH WAY, SUITE 790, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laurelwealthplanning.com
Where does Jesse Kuusisto work?
Jesse Kuusisto is an investment adviser representative registered through Laurel Wealth Planning LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jesse Kuusisto a financial advisor?
Yes. Jesse Kuusisto has a current investment-adviser registration in Minnesota and Texas, through Laurel Wealth Planning since November 2017.
How many years of experience does Jesse Kuusisto have?
Jesse Kuusisto has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Jesse Kuusisto passed?
Jesse Kuusisto passed the Series 65 in November 2017.
Where is Jesse Kuusisto based?
Jesse Kuusisto’s registered office is in Edina, MN.
Is Jesse Kuusisto registered with FINRA?
No. Jesse Kuusisto has no current broker registration.
Is Jesse Kuusisto a CFP?
Laurel Wealth Planning lists Jesse Kuusisto with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jesse Kuusisto, CFP® biography, laurelwealthplanning.com
How can I verify Jesse Kuusisto’s record?
Search CRD 6874302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Kuusisto’s full registration record.