Unclaimed Profile

Jason David Lennartson

PACK PRIVATE WEALTH, LLC·WAYZATA, Minnesota

SIE, Series 7, Series 66CFPClean record9 years registeredPACK PRIVATE WEALTH, LLC

1905 WAYZATA BLVD., WAYZATA, MN 55391CRD# 6733499Firm CRD# 310523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason David Lennartson · WAYZATA, MN

Registration

CRD #6733499 · PACK PRIVATE WEALTH, LLC · 9 years registered

Brand Profile

Not yet started

Career History

FIAT WEALTH MANAGEMENT

Jun 2026 – present

PACK PRIVATE WEALTH, LLC

Oct 2020 – present

RBC CAPITAL MARKETS, LLC

Jun 2017 – Oct 2020

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 9, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACK PRIVATE WEALTH, LLC

CRD 310523 · SEC 801-119617

AUM

$241M

Regulatory assets under management

Employees

328 client accounts

Services offered by PACK PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACK PRIVATE WEALTH, LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAYZATA?

Browse all registered financial advisors in WAYZATA, Minnesota or claim this profile if it's yours.

Browse WAYZATA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason David Lennartson offer?

Jason David Lennartson specializes in Financial Planning, Investment Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Jason David Lennartson's credentials?

Jason David Lennartson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason David Lennartson located?

Jason David Lennartson is based in WAYZATA, Minnesota, working with PACK PRIVATE WEALTH, LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Jason David Lennartson charge for services?

Jason David Lennartson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACK PRIVATE WEALTH, LLC?

PACK PRIVATE WEALTH, LLC has approximately 3 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →