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Valerie Ann Thomas Ruth

Marquette Wealth Management

Minneapolis, MN

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Current Employers
Marquette Wealth Management

150 South Fifth Street Suite 2800, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-27
NH RA APPROVED 2024-01-08
AZ RA APPROVED 2023-06-19
FL RA APPROVED 2023-06-15
CA RA APPROVED 2023-05-11
SD RA APPROVED 2023-05-11
TX RA APPROVED_RES 2023-05-11
WI RA APPROVED 2023-05-11
MN RA APPROVED 2021-08-12
  • CO RA
    APPROVED
    Since 2025-05-27
  • NH RA
    APPROVED
    Since 2024-01-08
  • AZ RA
    APPROVED
    Since 2023-06-19
  • FL RA
    APPROVED
    Since 2023-06-15
  • CA RA
    APPROVED
    Since 2023-05-11
  • SD RA
    APPROVED
    Since 2023-05-11
  • TX RA
    APPROVED_RES
    Since 2023-05-11
  • WI RA
    APPROVED
    Since 2023-05-11
  • MN RA
    APPROVED
    Since 2021-08-12

Branch Locations

150 South Fifth Street Suite 2800, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cliftonlarsonallen Wealth Advisors Llc Minneapolis MN 12/2015 10/2018
Carlson Capital Management, Llc Northfield MN 10/2018 07/2021
Marquette Wealth Management Minnepolis MN 07/2021 06/2022
Marquette Wealth Management Minneapolis MN 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-28
  • S65 Uniform Investment Adviser Law Examination
    2016-09-28
Other Names
  • Valerie Ann Ruth
  • Valerie Ann Thomas Ruth
  • Valerie Ann Thomas

View on SEC IAPD

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