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Turner Lee Storm

Marks Group Wealth Management, Inc.

Minnetonka, MN

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Current Employers
Marks Group Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-20
  • MN RA
    APPROVED
    Since 2024-06-20

Branch Locations

4350 Baker Road Suite 245, Minnetonka, MN 55343 • 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
Rdo Equipment Co. Bozeman MT 08/2019 05/2020
Rdo Equipment Co. Moorhead MN 06/2018 08/2019
Concordia College Moorhead MN 08/2014 05/2018
Thrivent Investment Management Inc Walker MN 05/2020 09/2022
Thrivent Financial Appleton WI 05/2020 10/2020
Thrivent Financial Appleton WI 10/2020 09/2022
Carlson Capital Management Bloomington MN 10/2022 06/2023
Carlson Capital Management Bloomington MN 07/2023 Present
  • 08/2019 → 05/2020
    Rdo Equipment Co.
    Bozeman, MT
  • 06/2018 → 08/2019
    Rdo Equipment Co.
    Moorhead, MN
  • 08/2014 → 05/2018
    Concordia College
    Moorhead, MN
  • 05/2020 → 09/2022
    Thrivent Investment Management Inc
    Walker, MN
  • 05/2020 → 10/2020
    Thrivent Financial
    Appleton, WI
  • 10/2020 → 09/2022
    Thrivent Financial
    Appleton, WI
  • 10/2022 → 06/2023
    Carlson Capital Management
    Bloomington, MN
  • 07/2023 → Present
    Carlson Capital Management
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-29
  • S66 Uniform Combined State Law Examination
    2020-07-29
Designations

View on SEC IAPD

Other Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

More in Minnetonka, MN

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