Marks Group Wealth Management, Inc.

Marks Group Wealth Management, Inc. (CRD# 148679) is a financial advisory firm headquartered in Minnetonka, MN. They manage $560,893,915 in 1,664 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    561
    MILLION
  • Total Number of Accounts
    1,664
    ACCOUNTS
  • Average Account Value
    $337,076
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, IN, MN, TX, WI

Financial Advisors at Marks Group Wealth Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Matthew J. Arnold
CRD#: 5360146
4350 Baker Road, Suite 245, Minnetonka, MN 55343
96
Wealthminder
score

Matthew Arnold (CRD# 5360146) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 10 years of experience in the finance industry. Matthew Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy A. Schmidt
CRD#: 4229225
4350 Baker Road, Suite 245, Minnetonka, MN 55343
96
Wealthminder
score

Jeremy Schmidt (CRD# 4229225) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 14 years of experience in the finance industry. Jeremy Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brett W. Angel
CRD#: 5426169
4350 Baker Road, Suite 245, Minnetonka, MN 55343
93
Wealthminder
score

Brett Angel (CRD# 5426169) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 9 years of experience in the finance industry.

4
Patrick J. Deeg
CRD#: 4997353
4350 Baker Road, Suite 245, Minnetonka, MN 55343
93
Wealthminder
score

Patrick Deeg (CRD# 4997353) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 12 years of experience in the finance industry.

5
Karly R. Zimmerman
CRD#: 5792463
4350 Baker Road, Suite 245, Minnetonka, MN 55343
90
Wealthminder
score

Karly Zimmerman (CRD# 5792463) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 4 years of experience in the finance industry.

6
Casey T. Palmer
CRD#: 5895840
4350 Baker Road, Suite 245, Minnetonka, MN 55343
89
Wealthminder
score

Casey Palmer (CRD# 5895840) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 3 years of experience in the finance industry.

7
John C. Feste
CRD#: 3246453
4350 Baker Road, Suite 245, Minnetonka, MN 55343
83
Wealthminder
score

John Feste (CRD# 3246453) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 18 years of experience in the finance industry.

8
Bennett E. Marks
CRD#: 1081385
4350 Baker Road, Suite 245, Minnetonka, MN 55343
83
Wealthminder
score

Bennett Marks (CRD# 1081385) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.