Unclaimed Profile

Adam Keltgen Mans

MARQUETTE ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record17 years registeredMARQUETTE ASSET MANAGEMENT, INC.

60 SOUTH SIXTH STREET STE 3700, MINNEAPOLIS, MN 55402CRD# 2413996Firm CRD# 104833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Keltgen Mans · MINNEAPOLIS, MN

Registration

CRD #2413996 · MARQUETTE ASSET MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

AKM ADVISORY

Mar 2014 – present

MARQUETTE ASSET MANAGEMENT

Oct 2008 – Mar 2014

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · October 28, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARQUETTE ASSET MANAGEMENT, LLC

CRD 104833 · SEC 801-29112

AUM

$738M

Regulatory assets under management

Employees

428 client accounts

Services offered by MARQUETTE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARQUETTE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Keltgen Mans offer?

Adam Keltgen Mans specializes in Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Adam Keltgen Mans's credentials?

Adam Keltgen Mans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Keltgen Mans located?

Adam Keltgen Mans is based in MINNEAPOLIS, Minnesota, working with MARQUETTE ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Adam Keltgen Mans charge for services?

Adam Keltgen Mans's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARQUETTE ASSET MANAGEMENT, INC.?

MARQUETTE ASSET MANAGEMENT, INC. has approximately 10 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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