Jonathan Held

Financial advisor at Landcasted Capital Management LLC · Waconia, MN

Last updated 2026-10-10

Claim your profile

Jonathan Held is a financial advisor at Landcasted Capital Management LLC in Waconia, MN, CRD 6260095. Licenses and exams on the registration: Series 65. IAPD registration began 2013-10-28.

Registration

CRD number
6260095
Registration status
Active
IAPD registration
2013-10-28
Industry Experience
12 years
Work Experience
15 years
States registered
MN

Licenses and exams

  • Series 65

Work history

  • 2013-07 to 2016-12 · Sns Financial Group, LLC · Coon Rapids, MN
  • 2011-05 to Present · Alpha Beta Consulate, LLC · Chanhassen, MN
  • 2017-08 to 2020-12 · Waterstreet Asset Management LLC · Minnetonka, MN
  • 2022-12 to Present · Advisornet Wealth Partners · Minnetonka, MN
  • 2022-01 to Present · Landcasted Capital Management, LLC · Waconia, MN

Current employment

  • Landcasted Capital Management LLC · Waconia, MN

SEC IAPD record for Jonathan Held

About

Jonathan Held is a financial advisor at Landcasted Capital Management LLC in Waconia, MN. Reported securities licenses include Series 65. The latest record indicates 12 years of industry experience and 15 years of reported work history.

Location

Waconia, MN

Open in Google Maps

Official record

View the official SEC IAPD record

Are you Jonathan Held?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.