Jason Seurer (CRD# 2541616) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 16 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polyverse Corporation | Kirkland, WA | Jan 2024 - Current | < 1 |
| Wisagoma Holdings, LLC | Independence, MN | Jan 2024 - Current | < 1 |
| Miles And Jason Holdings LLC | Independence, MN | Dec 2020 - Current | 3 |
| Landolt Securities, Inc. | Maple Plain, MN | Nov 2018 - Current | 5 |
| Big 15 Holdings, LLC | Maple Plain, MN | Jul 2017 - Current | 6 |
| The Wealth Protection Group, LLC | Maple Plain, MN | Sep 2015 - Current | 8 |
| Jason Seurer, Sole Proprietor | Maple Plain, MN | Sep 2015 - Current | 8 |
| Jvs Holdings, LLC | Independence, MN | Apr 2012 - Current | 12 |
| Dos Eddies Holdings, LLC | Big Stone City, SD | Mar 2012 - Current | 12 |
| Cody Consulting Group Inc. | Tampa, FL | Sep 2022 - Nov 2022 | < 1 |
| Cody Consulting Group Inc. | Tampa, FL | Aug 2021 - Aug 2021 | < 1 |
| The Wealth Protection Group, LLC | Maple Plain, MN | May 2016 - Jan 2021 | 4 |
| Shamrock Foods, LLC | Aberdeen, SD | Jan 2008 - Mar 2020 | 12 |
| Black Hills Fiberglass, LLC | Belle Fourche, SD | Jul 2012 - Dec 2018 | 6 |
| Cody Consulting Group, Inc. | Maple Plain, MN | Apr 2017 - May 2018 | 1 |
| Seurer Consulting & Advisory Services | Independence, MN | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Oct 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$708,532
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL, IN, NC, OH, TX, WI, WY
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 derived from SEC.gov data covering 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.
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.