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John Christian Feste

Marks Group Wealth Management, Inc.

Minnetonka, MN

CRD 3246453

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Employer firm

Marks Group Wealth Management, Inc. CRD 148679

$2.02B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Marks Group Wealth Management, Inc.

4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-16
  • MN RA
    APPROVED
    Since 2014-01-16

Branch Locations

4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Minnetonka MN 11/2008 12/2021
Marks Group Wealth Management Minnetonka MN 11/2008 Present
  • 11/2008 → 12/2021
    Lpl Financial Llc
    Minnetonka, MN
  • 11/2008 → Present
    Marks Group Wealth Management
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-10
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S66 Uniform Combined State Law Examination
    2000-05-10
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27

View on SEC IAPD

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