Advisor at Pack Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pack Private Wealth, LLC
Location
Wayzata, MN 55391
Credentials
Series 66
Industry experience
8 years
Jason Lennartson is a financial advisor at Pack Private Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC and Riverbridge Partners. Pack Private Wealth, LLC is an SEC-registered wealth management firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $267 million for around 334 clients and offers discretionary investment management, financial planning, and retirement plan advisory services.
Based on Pack Private Wealth, LLC
$0+: 0.50% annually +: up to 1.50% annually
Fee-only: Fees range from 0.50% to 1.50% annually, paid quarterly in advance, based on assets under management; fees may be negotiable or fixed for certain clients.
1905 Wayzata Blvd., Suite 320
Wayzata, MN 55391
Minnesota
Pack Private Wealth, LLC
2020 - Present (6 years)
RBC Capital Markets
2016 - 2020 (4 years)
Riverbridge Partners
2015 - 2016 (1 year)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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