Jason D. Lennartson

PACK PRIVATE WEALTH

Wayzata, MN 55391

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CRD#: 6733499

Professional summary

Jason David Lennartson, CFP® is a registered financial advisor currently at PACK PRIVATE WEALTH, LLC 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 2 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

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

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".

PACK PRIVATE WEALTH, LLC

CRD#: 310523 / SEC#: 801-119617

RIA

Registered Investment Advisory firm - (10/8/2020 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)

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 66

Date: 6/9/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2017

General Securities Representative Examination

Current Firm

PACK PRIVATE WEALTH, LLC

CRD#: 310523 / SEC#: 801-119617

RIA

Registered Investment Advisory firm - (10/8/2020 Approved)

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Contact information

Main Address

1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391

Mailing Address

Phone number

(952) 563-9811

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PPW DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/21/2025)

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 267,189,818

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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Jason D. Lennartson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PACK PRIVATE WEALTH, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

PACK PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2017

Current Firm

PACK PRIVATE WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACK PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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