Jon Sattler, financial advisor Green Bay WI
90 score

Jon Sattler

CRD Number: 5950456
Current Firm: Kellogg Asset Management, LLC

Jon Sattler (CRD# 5950456) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Green Bay WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Similar Advisors
C. Peter Kerntke, financial advisor Green Bay WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Similar Advisors
Prateek Mehrotra, financial advisor Green Bay WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Professional Designations
Company Name Location Dates Years
Kellogg Asset Management Green Bay, WI Apr 2011 - Current 5
Wells Capital Management Menominee Falls, WI May 2005 - Apr 2011 5

Jon Sattler has no recent exams reported.
Contact Info for Jon L. Sattler
Phone Number: 800-236-0082
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Jon Sattler and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.