Financial ADVSR advisor directory · SEC adviser records
Marquette Wealth Management financial advisors in Minnetonka, MN
Every SEC-registered investment adviser representative at a Marquette Wealth Management office in Minnetonka, A to Z.
The short answer
3 registered advisors work at Marquette Wealth Management in Minnetonka, out of 3 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Marquette Wealth Management advisors in Minnetonka, A to Z
Every Marquette Wealth Management advisor →- Jordan M. EllingCertified Financial Planner
- Valerie A. Thomas RuthInvestment adviser rep
- Christopher M. VernierInvestment adviser rep
Marquette Wealth Management advisors in every city and state →Marquette Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Minnetonka
All Minnetonka advisors →Cetera Investment Advisers LLC 54Ameriprise Financial Services, LLC 50Advisornet Wealth Partners 39Principal Securities, Inc. 32Strategic Advisers LLC 25Osaic Wealth, Inc. 20Park Avenue Securities LLC 20Captrust 18Robert W. Baird & Co. Incorporated 18Bluestem Wealth Partners, LLC 16Cresset Asset Management, LLC 10Great Valley Advisor Group, LLC 9
Questions
How many financial advisors does Marquette Wealth Management have in Minnetonka?
3 investment adviser representatives are registered at Marquette Wealth Management offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Marquette Wealth Management one of the largest advisor employers in Minnetonka?
Marquette Wealth Management ranks number 37 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 54.
How do I check a Marquette Wealth Management advisor in Minnetonka?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.