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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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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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- JN
Jeremy Netka
Director of Client Service · Customer/Client Service
EmailPhone - JS
Jeremy Schmidt
Director of Asset Management · Finance & Accounting
EmailPhone - PD
Pat Deeg
Principal · Education
EmailPhone - BA
Brett Angel
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MA
Matt Arnold
Senior Wealth Advisor · Finance & Accounting
EmailPhone - ST
Samantha Thorn
Wealth Advisor · Finance & Accounting
EmailPhone - JJ
Janet Jakobitz
Client Service Coordinator · Customer/Client Service
EmailPhone - BM
Ben Marks
Founder, Chief Investment Officer · Other
EmailPhone - ST
Samantha Thorn
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
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
Sign up to unlock all 17 contacts at Marks Group Wealth Management
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