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Inactive

Marcus William Medema

Northrock Partners, LLC

Appleton, WI

Minneapolis, MN

CRD 8223933

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Employer firm

Northrock Partners, LLC CRD 167908

$12.2B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Northrock Partners, Llc

225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-11
  • WI RA
    APPROVED
    Since 2026-02-11

Branch Locations

4915 W Grande Market Dr, Appleton, WI 54913 • United States

225 South Sixth Street Suite 1400, 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
Education Madison WI 09/2018 12/2021
Bakertilly Madison WI 01/2022 06/2024
Sixt Fort Lauderdale FL 06/2024 11/2024
Unemployed Fort Lauderdale FL 11/2024 06/2025
Northrock Partners, Llc Appleton WI 06/2025 Present
Student Appleton WI 02/2016 06/2018
  • 09/2018 → 12/2021
    Education
    Madison, WI
  • 01/2022 → 06/2024
    Bakertilly
    Madison, WI
  • 06/2024 → 11/2024
    Sixt
    Fort Lauderdale, FL
  • 11/2024 → 06/2025
    Unemployed
    Fort Lauderdale, FL
  • 06/2025 → Present
    Northrock Partners, Llc
    Appleton, WI
  • 02/2016 → 06/2018
    Student
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-03
  • S65 Uniform Investment Adviser Law Examination
    2026-01-03

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
PRIVATE CLIENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush

Nearby Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI

More in Appleton, WI

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