Marquette Wealth Management

Marquette Wealth Management (CRD# 282482) is a financial advisory firm headquartered in Minneapolis, MN. They manage $712,168,148 in 584 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
150 South Fifth Street, Suite 2800, Minneapolis, MN 55402
http://www.linkedin.com/marquette wealth management
By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $1,219,466
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, NH, SD, TX, WI

Financial Advisors at Marquette Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Abbey Spoo, financial advisor Minneapolis MN
Abbey M. Spoo
CRD#: 3246860
150 South Fifth Street, Suite 2800, Minneapolis, MN 55402

Abbey Spoo (CRD# 3246860) is an Investment Advisor Representative working at Marquette Wealth Management in Minneapolis, MN and has 1 year of experience in the finance industry.

2
Valerie Thomas Ruth, financial advisor Minneapolis MN
Valerie A. Thomas Ruth
CRD#: 5500991
150 South Fifth Street, Suite 2800, Minneapolis, MN 55402

Valerie Thomas Ruth (CRD# 5500991) is an Investment Advisor Representative working at Marquette Wealth Management in Minneapolis, MN and has over 7 years of experience in the finance industry.

3
Christopher Vernier, financial advisor Minneapolis MN
Christopher M. Vernier
CRD#: 2617017
150 South Fifth Street, Suite 2800, Minneapolis, MN 55402

Christopher Vernier (CRD# 2617017) is an Investment Advisor Representative working at Marquette Wealth Management in Minneapolis, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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