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Jesse Graff

Advisor at Cetera

Updated today

Location

Kewaunee, WI 54216

Credentials

Series 63, Series 65

Industry experience

7 years

About

Jesse Graff is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, Graff is involved in operating a local bowling alley and owns an accounting and tax preparation business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

413 Milwaukee St

Kewaunee, WI 54216

Most active in

Wisconsin

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera Investment Adviser, LLC

2025 - Present (1 year)

Avantax Investment Services, INC.

2018 - 2025 (7 years)

Avantax Advisory services

2018 - 2025 (7 years)

TMJ Lanes Inc DBA Kewaunee Bowl

2004 - Present (22 years)

J.L. Graff Enterprises, LLC DBA Westen, Graff & Co

2000 - 2025 (25 years)

WS Packaging Group Inc.

1999 - 2019 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management General retirement planning Retirement income strategy Income planning Founder/Business Owner Retired Parents
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Shaefer O

Series 63, Series 65

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Series 66

Luxemburg, WI

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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