Unclaimed Profile

Bennett Eldon Marks

MARKS GROUP WEALTH MANAGEMENT, INC.·MINNETONKA, Minnesota

SIE, Series 6, Series 7, Series 22, Series 24, Series 6326 years registeredMARKS GROUP WEALTH MANAGEMENT, INC.

4350 BAKER ROAD, MINNETONKA, MN 55343CRD# 1081385Firm CRD# 148679

Profile Verification

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

Identity

Bennett Eldon Marks · MINNETONKA, MN

Registration

CRD #1081385 · MARKS GROUP WEALTH MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

MARKS GROUP WEALTH MANAGEMENT, INC.

Apr 2011 – present

UBS FINANCIAL SERVICES INC.

Mar 2000 – Nov 2008

WAYZATA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · March 10, 2000

Years registered · 26

Disclosure History

2004Customer Dispute·Withdrawn

1996Customer Dispute·Settled

1995Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MARKS GROUP WEALTH MANAGEMENT, INC.

CRD 148679 · SEC 801-69685

AUM

$1.7B

Regulatory assets under management

Employees

3,788 client accounts

Services offered by MARKS GROUP WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKS GROUP WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Bennett Eldon Marks offer?

Bennett Eldon Marks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Bennett Eldon Marks's credentials?

Bennett Eldon Marks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bennett Eldon Marks located?

Bennett Eldon Marks is based in MINNETONKA, Minnesota, working with MARKS GROUP WEALTH MANAGEMENT, INC.. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Bennett Eldon Marks charge for services?

Bennett Eldon Marks'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 MARKS GROUP WEALTH MANAGEMENT, INC.?

MARKS GROUP WEALTH MANAGEMENT, INC. has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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