Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayIN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?

Financial ADVSR advisor directory · SEC adviser records

Marquette Wealth Management financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Marquette Wealth Management office in Minnesota, by city and A to Z.

The short answer

3 registered advisors work at Marquette Wealth Management in Minnesota, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Minnetonka (3). 1 list the CFP designation and 0 are also registered broker representatives.

Marquette Wealth Management advisors by city in Minnesota

Every firm in Minnesota →

Minnetonka 3

Marquette Wealth Management advisors in Minnesota, A to Z

Search by name →

Marquette Wealth Management advisors in every state →Marquette Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Marquette Wealth Management financial advisors are in Minnesota?

3 investment adviser representatives are registered at Marquette Wealth Management offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Marquette Wealth Management have the most advisors?

Minnetonka, with 3. Marquette Wealth Management has advisors in 1 city in Minnesota.

How do I check a Marquette Wealth Management advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Marquette Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.