Jason
Lennartson
Pack Private Wealth, LLC
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About this Advisor
Jason Lennartson is a financial advisor based in Wayzata, Minnesota, working with Pack Private Wealth, LLC. Jason has previously held positions at RBC Capital Markets, LLC, Riverbridge Partners, Southern Wine & Spirits, and Pack Private Wealth, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Jason is part of Pack Private Wealth, LLC, which operates out of Wayzata, Minnesota. The firm has 3 employees and manages assets totaling $241.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Pack Private Wealth, LLC includes asset-based and fixed fees.
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Pack Private Wealth, LLC Brokerage Details
$241,212,000
3
328
$735,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Lennartson Work History
Pack Private Wealth, LLC
Rbc Capital Markets, LLC
Riverbridge Partners
Southern Wine & Spirits
Disclosures
Please visit the SEC profile of Jason Lennartson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pack Private Wealth, LLC
Wayzata, MN
Wayzata, MN
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