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Marks Group Wealth Management

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

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HeadquartersMinnetonka, United StatesEmployees19(11 to 50)Annual revenue$1M to <$10MWebsitemarksgroup.comLinkedIn profileLinkedIn

Verified contacts

17

available on Kipplo

LinkedIn employees

19

11 to 50 range

Open roles

no listings

Distinct roles

11

indexed titles

Tech stack

0

tools in use

Monthly traffic

115

organic / mo

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17 contacts with verified email or phone · masked until revealed.

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Top roles at Marks Group Wealth Management

11 distinct titles indexed · top 10 shown.

  • 3wealth advisor
  • 2client service associate
  • 2principal
  • 2senior wealth advisor
  • 1chief compliance officer
  • 1client service coordinator
  • 1client services associate - office coordinator
  • 1director of asset management
  • 1director of client service
  • 1founder, chief investment officer
  • +1more titles

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