LPL Financial
35yrs
Top advisor by experience in Waconia
13yrs
Jonathan Held
Financial advisor at Landcasted Capital Management
Jonathan Held is a fiduciary financial advisor in Waconia, Minnesota, with 13 years in the industry. After a year at Advisornet Wealth Partners and three years at Waterstreet Asset Management, Jonathan joined Landcasted Capital Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 32 advisors with offices in Waconia, and one of 27 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 59% of advisors in Waconia
OfficeWaconia, MN
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$423,000
States licensed ?1 state
Services through Landcasted Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowLandcasted Capital Management LLCCurrent firm
- Dec 2022 – Dec 2023Advisornet Wealth PartnersPreviously
- 2017 – 2020Waterstreet Asset Management LLCPreviously
- 2013 – 2016Bluespring Wealth Management, LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Landcasted Capital Management at 612-552-4122 and ask for Jonathan Held. Jonathan works from the Waconia, MN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2013, about 13 years. More experience than 59% of advisors in Waconia.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Landcasted Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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