JR
Jonathan D. Rienstra
STRATEGIC WEALTH GROUP
Excelsior, MN 55331
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CRD#: 2987671
JR
Professional summary
Jonathan David Rienstra, who also goes by Jon David Rienstra, is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Excelsior, Minnesota and LPL FINANCIAL LLC located in Excelsior, Minnesota.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon David Rienstra
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. 08/02/2016 - Arch Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/18/2016.
2. 08/02/2016 - JDR Summit Investments, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 7/18/2016.
3. 08/02/2016 - No Business Name - Not Investment Related - Chaska, MN - Real Estate Rental - Started 7/18/2016.
4. 08/02/2016 - No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 7/18/2016 - Time Spent 20%.
5. 8/23/2016 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) Arch Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 7/18/2016 - Time Spent 50%.
6. 10/10/2017 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) STRATEGIC WEALTH GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/18/2016 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Rienstra'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
August 11, 2016 - Present
STRATEGIC WEALTH GROUP
Office #1: 684 Excelsior Blvd Suite 230, Excelsior, MN 55331RIA
CRD#: 284430
Excelsior, MN
Current
August 2, 2016 - Present
LPL FINANCIAL LLC
Office #1: 684 Excelsior Blvd Suite 230, Excelsior, MN 55331RIA
BD
CRD#: 6413
Excelsior, MN
Past
August 13, 2012 - August 8, 2016
CETERA ADVISORS LLC
RIA
CRD#: 10299
MINNETONKA, MN
Past
August 10, 2012 - August 8, 2016
CETERA ADVISORS LLC
BD
CRD#: 10299
MINNETONKA, MN
Past
February 25, 2011 - September 11, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST. LOUIS PARK, MN
Past
February 8, 2010 - September 11, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
ST. LOUIS PARK, MN
Past
January 28, 1998 - April 15, 1998
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)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(10/3/2016)
RR
California(8/19/2016)
RR
Colorado(9/12/2016)
RR
Florida(8/2/2016)
RR
Illinois(10/3/2016)
RR
Minnesota(8/2/2016)
IAR
Minnesota(8/11/2016)
IAR
Texas(8/11/2016)
RR
Texas(10/3/2016)
RR
Wisconsin(8/2/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
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Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
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.
Company Information
STRATEGIC WEALTH GROUP
CRD#: 284430Excelsior, MN 55331TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
