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Jean Kathryn Gullikson

MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 2524612Firm CRD# 282482
01

About

Jean Kathryn Gullikson is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with MARQUETTE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARQUETTE ASSET MANAGEMENT, LLC
MARQUETTE WEALTH MANAGEMENT
AUM
$712M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MARQUETTE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2524612
Firm CRD# 282482
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Kathryn Gullikson offer?
Jean Kathryn Gullikson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Jean Kathryn Gullikson's credentials?
Jean Kathryn Gullikson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Kathryn Gullikson located?
Jean Kathryn Gullikson is based in MINNEAPOLIS, Minnesota, working with MARQUETTE ASSET MANAGEMENT, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Jean Kathryn Gullikson charge for services?
Jean Kathryn Gullikson'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, LLC?
MARQUETTE ASSET MANAGEMENT, LLC has approximately 7 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MINNEAPOLIS
Adam Nathan Benson — SUMMIT CREEK ADVISORS, LLCMary Horsch — CHURCHILL EQUITY INCF. Clayton Miller — STONE ARCH CAPITAL, LLCDennis Lee Senneseth — HEADWATER ADVISOR, LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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