Unclaimed Profile

Valerie Ann Thomas Ruth

MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, Minnesota

Series 65Clean record9 years registeredMARQUETTE ASSET MANAGEMENT, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 5500991Firm CRD# 282482

Profile Verification

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

Identity

Valerie Ann Thomas Ruth · MINNEAPOLIS, MN

Registration

CRD #5500991 · MARQUETTE ASSET MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

MARQUETTE WEALTH MANAGEMENT

Aug 2021 – present

CARLSON CAPITAL MANAGEMENT, LLC

Nov 2018 – Jul 2021

Bloomington, MN

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Sep 2016 – Nov 2018

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 30, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARQUETTE ASSET MANAGEMENT, LLC

CRD 282482 · SEC 801-107122

AUM

$712M

Regulatory assets under management

Employees

584 client accounts

Services offered by MARQUETTE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARQUETTE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Valerie Ann Thomas Ruth offer?

Valerie Ann Thomas Ruth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Valerie Ann Thomas Ruth's credentials?

Valerie Ann Thomas Ruth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Ann Thomas Ruth located?

Valerie Ann Thomas Ruth 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 Valerie Ann Thomas Ruth charge for services?

Valerie Ann Thomas Ruth'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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