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Jason David Lennartson

Pack Private Wealth, LLC

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About Jason David Lennartson

Jason David Lennartson is a financial advisor at Pack Private Wealth, LLC located in Wayzata, Minnesota. Jason David Lennartson has been in the industry since November 2015, and has been registered with the state of Minnesota since October 2020. Jason David Lennartson is a Series 66, Series 7 and SIE licensed individual. Jason David Lennartson specializes in providing financial planning, pension consulting, and portfolio management for individuals. Prior to joining Pack Private Wealth, LLC, Jason David Lennartson worked at RBC Capital Markets, LLC. Jason David Lennartson is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jason Lennartson is currently registered with Pack Private Wealth, LLC. Pack Private Wealth, LLC is an investment advisor registered with the SEC and located in Wayzata, MN. They specialize in providing financial planning and portfolio management for individuals, corporations, and high-net-worth individuals. They manage over $241 million in assets and have over 300 clients.
Pack Private Wealth, LLC

1905 WAYZATA BLVD.

WAYZATA, MN 55391

$241.21M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lennartson’s Registration & Firm History

MN

10/08/2020 - Present

Pack Private Wealth, LLC (WAYZATA MN)

MN

04/04/2017 - 10/20/2020

RBC CAPITAL MARKETS, LLC (MINNETONKA MN)

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Licenses & Designations

BOTH

Issued 06/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason David Lennartson.
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