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Marks Group Wealth Management, Inc. CRD 148679
$2.02B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-16 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 11/2008 | 12/2021 |
| Marks Group Wealth Management | Minnetonka | MN | 11/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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