Jon Kennedy

Chief Executive Officer/Managing Partner at Waypoint Capital Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Credentials

  • Chartered Advisor in Philanthropy - CAP(r)
    The American College of Financial Services
    Dec, 2015
    - Nov, 2024
  • Certified Financial Planner
    CFP Board
    Feb, 2009
    - Nov, 2024

Experience

  • Waypoint Capital Advisors, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer/Managing Partner
      • Apr 2023 - Present

    • Managing Director, Principal
      • Apr 2015 - Present

  • Society of Financial Service Professionals
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Jul 2014 - Jul 2015

      Lead Board of Directors for Twin Cities Chapter in various strategic initiatives focused primarily on membership, sponsorship, and professional development. Lead Board of Directors for Twin Cities Chapter in various strategic initiatives focused primarily on membership, sponsorship, and professional development.

  • Meristem l Cresset
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Advisor
      • Jul 2004 - Apr 2015

      Meristem is an independently owned provider of financial advisory services to individual and their families. Meristem provides wealth management advice including investment, tax, estate and charitable planning. Meristem is an independently owned provider of financial advisory services to individual and their families. Meristem provides wealth management advice including investment, tax, estate and charitable planning.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker
      • Feb 2003 - Jun 2004

Education

  • The American College
    Master's degree, Financial Services
    2007 - 2011
  • St. Cloud State University
    Bachelor of Science (B.S.), Finance
    2000 - 2003

Community

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