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Jon Thomas Kattke

Strategic Wealth Group

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About Jon Thomas Kattke

Jon Kattke is a financial advisor with Strategic Wealth Group. Jon has been in the financial industry since 2007. Jon works in the Plymouth, Minnesota office. Jon Kattke holds a Series 6, Series 7, and Series 63 license. Jon Kattke provides investment advisory services through Strategic Wealth Group Registered Investment Advisors, LLC. Jon has worked for several firms, including ProEquities, Inc., Financial Network Investment Corporation and MML Investors Services, Inc..

Firm Information

Jon Kattke is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

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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other

Referral fees

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Jon Kattke’s Registration & Firm History

MN

12/16/2020 - Present

Strategic Wealth Group (Plymouth MN)

MN

03/01/2011 - 03/07/2017

PROEQUITIES, INC. (EDINA MN)

MN

07/31/2008 - 03/02/2011

FINANCIAL NETWORK INVESTMENT CORPORATION (MINNEAPOLIS MN)

MN

11/22/2007 - 07/17/2008

MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Thomas Kattke.
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