# Jonathan Held

> Jonathan Held is a fee-only financial advisor at Landcasted Capital Management in Waconia, Minnesota. Landcasted Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-held/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Landcasted Capital Management
- **Based in:** Waconia, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $423K across 9 accounts
- **CRD:** 6260095 (https://adviserinfo.sec.gov/individual/summary/6260095)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.belandcasted.com

## Frequently asked questions

### Is Jonathan Held a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Landcasted Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Landcasted Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jonathan Held based?

Jonathan Held is based in Waconia, Minnesota.

### Is Jonathan Held registered with the SEC?

Yes. Jonathan Held is registered as an investment adviser representative in MN (CRD 6260095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Landcasted Capital Management manage?

Landcasted Capital Management reports $423K across 9 accounts in assets under management.

### How do I contact Jonathan Held?

Through Jonathan's website, www.belandcasted.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6260095): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.