Jonathan D. Held

LANDCASTED CAPITAL MANAGEMENT LLC

Waconia, MN

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CRD#: 6260095

Professional summary

Jonathan Dean Held, who also goes by Jonathan Dean Held, is a registered financial advisor currently at LANDCASTED CAPITAL MANAGEMENT LLC located in Waconia, Minnesota.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Dean Held

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. Name of the other business; Alpha Beta Consulate, LLC - Whether the business is investment-related; No - Address of the other business; 712 Vista Blvd #302 Waconia, MN - Nature of the other business; Technology and management consulting services for RIAs. - Position/Title; Principal consultant - Start Date; 2011 - Approximate number of hours/month you devote to the other business; 160 - Approximate number of hours you devote to the other business during securities trading hours; 125 - Duties relating to the other business; Lead Consultant for operations, technology and risk management services. Lifeworks - Fractional PCA Service - Whether the business is investment-related; No - Address of the other business; 6636 Cedar Ave S Richfield, MN 55423 - Nature of the other business; Family PCA Provider - Parent - Position/Title; Employee - Start Date; 2025 - Approximate number of hours/month you devote to the other business; 35 - Approximate number of hours/month you devote to the other business during securities trading hours; 10 - Duties relating to the other business; Caring for a family member with life limiting disease.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dean Held'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®

None

Experience

Current

July 11, 2025 - Present

LANDCASTED CAPITAL MANAGEMENT LLC

RIA

CRD#: 333803

Waconia, MN

Past

December 16, 2022 - December 5, 2023

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

MINNETONKA, MN

Past

September 29, 2017 - December 31, 2020

WATERSTREET ASSET MANAGEMENT LLC

RIA

CRD#: 281332

ST. LOUIS PARK, MN

Past

October 28, 2013 - December 31, 2016

VECTOR WEALTH MANAGEMENT

RIA

CRD#: 152667

COON RAPIDS, MN

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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2013

Uniform Investment Adviser Law Examination

Current Firm

LANDCASTED CAPITAL MANAGEMENT LLC

CRD#: 333803 / SEC#:

Minnesota

Registered Investment Advisory firm - (7/11/2025 Approved)

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Contact information

Main Address

712 Vista Blvd #302, Waconia, MN 55387

Mailing Address

Phone number

(612) 552-4122

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 400,000

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.

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Jonathan D. Held

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dean Held's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDCASTED CAPITAL MANAGEMENT LLC

ADVISORNET WEALTH PARTNERS

WATERSTREET ASSET MANAGEMENT LLC

VECTOR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2013

Current Firm

LANDCASTED CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LANDCASTED CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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