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Valerie Ann Thomas Ruth

Marquette Wealth Management

Minneapolis, MN

CRD 5500991

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Employer firm

Marquette Wealth Management CRD 282482

$872M 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
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

Nearby Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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