Marks Group Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. 

Our firm is independent, our employees are owners, and our advisors are fiduciaries.  This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet.

You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities.

Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

Find Marks Group Wealth Management employees' phone numbers or email addresses

Marks Group Wealth Management Global Highlights

North America
28

United States Of America
28

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Marks Group Wealth Management's Leadership

E. L.
Chief Compliance Officer
Mobile Phone
Email
B. M.
Founder, Chief Investment Officer
Mobile Phone
Email
J. N.
Director Of Client Service
Mobile Phone
Email
D. S.
Client Service Manager
Mobile Phone
Email
B. A.
Senior Wealth Advisor
Mobile Phone
Email
M. A.
Senior Wealth Advisor
Mobile Phone
Email
P. D.
Principal
Mobile Phone
Email
C. M. C. C.
Principal Financial Planner
Mobile Phone
Email

Contact profiles from Marks Group Wealth Management

Name

Title

Contact Info

Location

Last Update

B. M.
Founder, Chief Investment Officer
Mobile Phone
Email
United StatesMinnesota
Nov 15, 2024
E. L.
Chief Compliance Officer
Mobile Phone
Email
United StatesMinnesota
Sep 30, 2025
J. N.
Director Of Client Service
Mobile Phone
Email
United StatesMinnesota
Aug 04, 2025
D. S.
Client Service Manager
Mobile Phone
Email
Oct 18, 2024
B. A.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Aug 01, 2025
M. A.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 21, 2025
P. D.
Principal
Mobile Phone
Email
United StatesMinnesota
Aug 13, 2025
C. M. C. C.
Principal Financial Planner
Mobile Phone
Email
Oct 17, 2024
S. T.
Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2025
J. J.
Client Service Coordinator
Mobile Phone
Email
United StatesMinnesota
Sep 08, 2025

Frequently Asked Questions

What is Marks Group Wealth Management known for?

Marks Group Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 4350 Baker Rd, Suite 245 Minnetonka, MN 55343, US; you can contact the main corporate office by phone at

+1-952-582-****

. Explore Marks Group Wealth Management's company overview page for more information.

What is Marks Group Wealth Management's most common email format?

Marks Group Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marks Group Wealth Management email formats with LeadIQ.

How many employees does Marks Group Wealth Management have currently?

Marks Group Wealth Management has approximately 15 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Marks Group Wealth Management's key employees and leadership?

As of October 2025, Marks Group Wealth Management's key employees include:

Chief Compliance Officer: E. L.
Founder, Chief Investment Officer: B. M.
Director Of Client Service: J. N.
Client Service Manager: D. S.
Senior Wealth Advisor: B. A.

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