Patrick John Deeg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 12/2021
  Lpl Financial Llc
  Minnetonka, MN
• 12/2010 → Present
  Marks Group Wealth Management
  Minnetonka, MN

Other Businesses

1. Marks Group Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/16/2010 - 2 Hours Per Month During Securities Trading - Fixed insurance. 2. PKD Properties, LLC - Not Investment Related - Home Based, & Breezy Point, MN 56472, & Nisswa, MN 56468 - Real Estate Rental - Started 1/1/2025 - 1-10 Hours Per Month/0 Hours During Securities Trading - Own 3 rental properties at resorts, properties will be managed by the resorts' parent companies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-18

Designations

• Certified Financial Planner