Marks Group Wealth Management

  • Financial Services
  • Hopkins MN
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
4350 Baker Rd, Suite 245, Hopkins MN
Website
marksgroup.com
Phone
(952) 582-6100
Employees
9
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Marks Group Wealth Management

Marks Group Wealth Management is a Registered Investment Advisory firm based in Hopkins, Minnesota. Comprised of nine employees, the company is privately owned and operates with a strong emphasis on client well-being. Marks Group Wealth Management provides financial advice and investment management services to individuals. Their approach centers on a fiduciary duty, ensuring that client interests are always prioritized. The firm prides itself on its independence, allowing for unbiased advice and strategic planning tailored to each client's unique needs. What sets Marks Group Wealth Management apart is its collaborative culture. Every team member, from researchers to advisors, works together to develop customized investment strategies. They conduct their own in-depth research, construct portfolios, and implement plans designed to achieve each client's specific financial goals. For more information about Marks Group Wealth Management and its services, please visit their website at marksgroup.com.

Marks Group Wealth Management Industry Tags

Investment management
Asset allocation
Retirement income planning
Corporate retirement plans
Private foundations
Financial Services
Financial Advisory Services
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FAQ

What is the location of Marks Group Wealth Management's headquarters?
The headquarters of Marks Group Wealth Management are situated at Hopkins MN
What is Marks Group Wealth Management's phone number?
Marks Group Wealth Management's contact number is (952) 582-6100.
What is Marks Group Wealth Management's official website?
The official website of Marks Group Wealth Management can be found at marksgroup.com.
How many employees does Marks Group Wealth Management currently have?
Marks Group Wealth Management employs approximately 9+ people
Which industries is Marks Group Wealth Management primarily operating in?
Marks Group Wealth Management operates in the following industries: Finance, Credit
What are Marks Group Wealth Management's industry tags?
Marks Group Wealth Management's industry tags include: Investment management, Asset allocation, Retirement income planning

Employee Directory

Key Employees

Pat Deeg

Principal

Ben Marks

Founder, Chief Investment Officer

Janet Jakobitz

Client Service Coordinator