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Erica Shawn Lewerenz

MARKS GROUP WEALTH MANAGEMENT, INC.·MINNETONKA, Minnesota
Unclaimed Profile
4350 BAKER ROAD, MINNETONKA, MN 55343CRD# 6731812Firm CRD# 148679
01

About

Erica Shawn Lewerenz is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with MARKS GROUP WEALTH MANAGEMENT, INC.. 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
MARKS GROUP WEALTH MANAGEMENT, INC.
MARKS GROUP WEALTH MANAGEMENT, INC.
AUM
$1.7B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MARKS GROUP WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6731812
Firm CRD# 148679
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Shawn Lewerenz offer?
Erica Shawn Lewerenz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Erica Shawn Lewerenz's credentials?
Erica Shawn Lewerenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Shawn Lewerenz located?
Erica Shawn Lewerenz 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 Erica Shawn Lewerenz charge for services?
Erica Shawn Lewerenz'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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Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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