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Samantha Lynn Thorn

Marks Group Wealth Management, Inc.

Minnetonka, MN

Byron, MN

CRD 6673817

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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 2019-08-23
  • MN RA
    APPROVED
    Since 2019-08-23

Branch Locations

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

Byron, MN • 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
Murphy Pohlad Asset Management Llc Eden Prairie MN 03/2013 10/2018
Code Ninjas Chanhassen MN 08/2018 09/2018
Unemployed Victoria MN 11/2018 02/2019
Marks Group Wealth Management, Inc. Minnetonka MN 03/2019 Present
Lpl Financial Minnetonka MN 06/2019 12/2021
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14
Designations
  • Certified Financial Planner
Other Names
  • Samantha Lynn Kuisle

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

More in Minnetonka, MN

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