Jon Lee Sattler
Investment adviser representative at Kellogg Asset Management, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Kellogg Asset Management, LLCApr 2011 to now
- Associated Trust Company, N.A.Apr 2011 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
Kellogg Asset Management, LLC
$2.9BAssets managed
1Clients
8Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5950456
- Firm CRD
- 150031