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Jon Lee Sattler

Kellogg Asset Management, LLC

Green Bay, WI

CRD 5950456

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Employer firm

Kellogg Asset Management, LLC CRD 150031

$2.86B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.

From the firm’s Form ADV. Read the guides:

Current Employers
Kellogg Asset Management, Llc

200 North Adams Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2011-07-05
  • WI RA
    APPROVED
    Since 2011-07-05

Branch Locations

200 North Adams Street, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kellogg Asset Management Green Bay WI 04/2011 Present
Associated Trust Company, N.A. Green Bay WI 04/2011 Present
  • 04/2011 → Present
    Kellogg Asset Management
    Green Bay, WI
  • 04/2011 → Present
    Associated Trust Company, N.A.
    Green Bay, WI
Designations
  • Chartered Financial Analyst
Other Names
  • Jonathan Lee Sattler

View on SEC IAPD

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