Jon Kattke is a registered investment advisor at Strategic Wealth Group, based in Plymouth, MN, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
2 Carlson Pkwy, Suite 155, Plymouth, MN, 55447
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is involved in several business activities, including insurance sales (life, disability, and LTC), P&C referrals, and serving as an investment advisor representative (IAR) through Strategic Wealth Group Registered Investment Advisors, LLC. He also co-owns Solterra Land LLC, a company that buys and sells raw land.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Tradition Wealth Management LLC
Proequities, INC.Broker
Financial Network Investment CorporationBroker
MML Investors Services, INC.Broker
State Registrations10 states
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