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Jonathan David Rienstra

Strategic Wealth Group

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About Jonathan David Rienstra

Jonathan Rienstra is an investment advisor representative with Strategic Wealth Group. Jonathan is a registered representative in Arizona, California, Colorado, Florida, Illinois, Minnesota, Texas, and Wisconsin. Jonathan is a licensed professional with experience in the financial services industry since 2009. Jonathan has Series 6, 7, and 66 licenses. Jonathan also holds an active registration as an Investment Advisor Representative. Jonathan is also affiliated with Cetera Advisors LLC and LPL Financial LLC.

Firm Information

Jonathan Rienstra 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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Jonathan Rienstra’s Registration & Firm History

MN

08/11/2016 - Present

Strategic Wealth Group (Excelsior MN)

MN

08/10/2012 - 08/08/2016

CETERA ADVISORS LLC (MINNETONKA MN)

MN

02/08/2010 - 09/11/2012

LPL FINANCIAL LLC (ST. LOUIS PARK MN)

IA

01/28/1998 - 04/15/1998

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 04/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Rienstra.
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