Jonathan Held
Landcasted Capital Management · Waconia, Minnesota
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.
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Facts
| Firm | Landcasted Capital Management |
|---|---|
| Based in | Waconia, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $423K across 9 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6260095 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.belandcasted.com |
How Jonathan's firm compares
- Landcasted Capital Management's average account is about $47,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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