JS
Jason E. Seurer
LANDOLT SECURITIES
Maple Plain, MN 55359
Some features on this profile are disabled
CRD#: 2541616
JS
Professional summary
Jason Edward Seurer is a registered financial advisor currently at LANDOLT SECURITIES, INC. located in Maple Plain, Minnesota.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 4 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Jason Seurer Insurance, sole proprietor, investment related, 5159 Main St. E Suite 110 Maple Plain MN 55359, insurance sales to clients including fixed income annuities/long term care/life insurance, owner/insurance agent, 09/2015, 80 hours/month, 60 hours/month during trading hours, insurance sales 2. Dos Eddies Holdings LLC, investment related, 47982 Iwerks Rd, Big Stone City SD 57216, LLC formed for passive investment in private businesses with another owner, owner, 03/2012, 0 hours per month, managing member 3. JVS Holdings LLC, investment related, 3650 Marsh Pt Rd Independence MN 55359, LLC formed for passive investment in private investments with another owner., owner, 04/2012, 0 hours per month, managing member 4. Big 15 Holdings LLC, investment related, 5159 Main St. E Suite 130 Maple Plain MN 55359, LLC formed for purchase of commercial office building with another owner, owner, 07/2017, 0 hours per month, member 11/2018: Landolt Securities, Inc. d/b/a The Wealth Protection Group; Maple Plain, MN; Investment Related; Registered Representative; Sales of broker/dealer commission products; 60 hours per month spent; Started 11/2018. 5. Miles and Jason Holdings LLC, investment related, 3650 Marsh Pt Rd Independence MN 55359, LLC formed for passive investment in private company with another owner, owner, 12/2020, 1 hours per month, 0 hours/month during trading hours, member 6. Cody Consulting Group Inc, investment related, 17804 Osprey Point Pl Tampa FL 33647, healthcare compliance services and technology, consultant, started 09/2022 ended 11/2022, 5 hours/month, 0 hours/month during trading hours, assist company in arranging bridge financing 7. Orono MN High School, not investment related, 795 N Old Crystal Bay Rd Long Lake MN 55356, high school football, coach, 08/2019, 48 hours/month, 0 hours/month during trading hours, coaching 8. Polyverse Corporation, not investment related, 7322 124th Ave NE Kirkland WA 98033, software developer, advisor/consultant, 01/2024, 2-3 hours/month, 0 hours/month during trading hours, providing advisory services/strategic advice to include financing efforts 9. Wisagoma Holdings LLC, investment related, 3650 Marsh Pt W Independence MN 55359, LLC formed for passive investment in private company, managing member, 01/2024, 1 hr/month not during trading hours,
CRS (Client Relationship Summary) - RIA
Click below to view Jason Edward Seurer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Edward Seurer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2021 - Present
LANDOLT SECURITIES, INC.
Office #1: 5159 Main St. E Suite 110, Maple Plain, MN 55359RIA
BD
CRD#: 28352
Maple Plain, MN
Current
November 8, 2018 - Present
LANDOLT SECURITIES, INC.
Office #1: 5159 Main St. E Suite 110, Maple Plain, MN 55359RIA
BD
CRD#: 28352
Maple Plain, MN
Past
May 25, 2016 - January 20, 2021
THE WEALTH PROTECTION GROUP, LLC
RIA
CRD#: 283943
MAPLE PLAIN, MN
Past
April 5, 2011 - April 21, 2011
FELTL & COMPANY
BD
CRD#: 6905
WAYZATA, MN
Past
January 7, 2008 - April 1, 2011
EDWARD JONES
RIA
CRD#: 250
MILBANK, SD
Past
October 26, 1994 - April 1, 2011
EDWARD JONES
BD
CRD#: 250
MILBANK, SD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/2/2022)
RR
California(10/22/2019)
RR
Colorado(12/13/2019)
RR
Florida(7/28/2021)
RR
Georgia(5/17/2023)
RR
Idaho(10/31/2022)
RR
Iowa(10/21/2019)
RR
Minnesota(11/19/2018)
RR
Missouri(1/29/2021)
RR
Montana(1/25/2021)
RR
Nebraska(9/17/2020)
RR
New Mexico(7/2/2021)
RR
Oklahoma(12/17/2021)
RR
Washington(7/22/2021)
RR
Wisconsin(4/29/2019)
IAR
Wisconsin(2/12/2021)
RR
Wyoming(9/23/2019)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LANDOLT SECURITIES, INC.
FISN | TORII ASSET MANAGEMENT | TK CHEN FINANCIAL SERVICES LLC | THE WEALTH PROTECTION GROUP LLC | THE WEALTH PROTECTION GROUP | LESLIE FINANCIAL LLC | LANDOLT SECURITIES, INC.
CRD#: 28352 / SEC#: , 8-43645
Illinois
Registered Investment Advisory firm - SEC (10/10/2006 Approved)Indiana
Registered Investment Advisory firm - SEC (3/23/2020 Approved)North Carolina
Registered Investment Advisory firm - SEC (8/16/2017 Approved)Ohio
Registered Investment Advisory firm - SEC (7/6/2017 Approved)Texas
Registered Investment Advisory firm - SEC (4/28/2020 Approved)Wisconsin
Registered Investment Advisory firm - SEC (3/26/2002 Approved)Wyoming
Registered Investment Advisory firm - SEC (7/25/2017 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Mailing Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Phone number
(847) 838-5151
Established
Wisconsin since 11/09/1989
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
11
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 105,626,273 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
