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JL

Jason D. Lennartson

PACK PRIVATE WEALTH
WAYZATA, MN 55391
CRD#: 6733499
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JL
Jason David LennartsonPACK PRIVATE WEALTH

Professional summary

Jason David Lennartson, CFP® is a registered financial advisor currently at PACK PRIVATE WEALTH, LLC located in Wayzata, Minnesota and FIAT WEALTH MANAGEMENT located in Wayzata, Minnesota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jason has worked at 3 firms and has passed the Series 66, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Lennartson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

October 8, 2020 - Present

PACK PRIVATE WEALTH, LLC

Office #1: 1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391
RIA
CRD#: 310523
WAYZATA, MN
Current

June 9, 2026 - Present

FIAT WEALTH MANAGEMENT

Office #1: 1905 Wayzata Blvd Suite 320, Wayzata, MN 55391
RIA
CRD#: 318201
WAYZATA, MN
Past

June 9, 2017 - October 20, 2020

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
MINNETONKA, MN
Past

April 4, 2017 - October 20, 2020

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MINNETONKA, MN

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".
FW
FIAT WEALTH MANAGEMENT
FIAT WEALTH MANAGEMENT | PACK PRIVATE WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA
Registered Investment Advisory firm - (2/18/2022 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(10/8/2020)
IAR
Texas
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/9/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2017
General Securities Representative Examination

Current Firm

FW
FIAT WEALTH MANAGEMENT
FIAT WEALTH MANAGEMENT | PACK PRIVATE WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA
Registered Investment Advisory firm - (2/18/2022 Approved)
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Contact information

Main Address
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391
Mailing Address
Phone number
(952) 426-9116
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIAT WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts2,014
AUM (Assets Under Management)$ 370,627,618

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

FIAT WEALTH MANAGEMENT

CRD#: 318201Wayzata, MN 55391

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