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MARQUETTE ASSET MANAGEMENT, LLC
MARQUETTE ASSET MANAGEMENT, LLC
MARQUETTE WEALTH MANAGEMENT
MINNEAPOLIS, Minnesota
·
9 registered advisors
·
CRD# 282482
SEC# 801-107122
0
612-661-3770
01
Firm Overview
AUM
$712M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MARQUETTE ASSET MANAGEMENT, LLC
9 registered advisors
Abbey Marlana Spoo
MINNEAPOLIS, Minnesota
CRD# 3246860
Ann Wilczynski
MINNEAPOLIS, Minnesota
CRD# 6596075
Christopher Marcel Vernier
MINNEAPOLIS, Minnesota
CRD# 2617017
Dale Miles Skogstad
MINNEAPOLIS, Minnesota
CRD# 6242120
James Peter Tatera
MINNEAPOLIS, Minnesota
CRD# 4367011
Jean Kathryn Gullikson
MINNEAPOLIS, Minnesota
CRD# 2524612
John Clarence Beuerlein
MINNEAPOLIS, Minnesota
CRD# 4336329
Robert Jay Rubenstein
MINNEAPOLIS, Minnesota
CRD# 1286587
Valerie Ann Thomas Ruth
MINNEAPOLIS, Minnesota
CRD# 5500991
05
Office Locations
MINNEAPOLIS, Minnesota
9 advisors
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Data sourced from SEC Form ADV filings. MARQUETTE ASSET MANAGEMENT, LLC (CRD# 282482) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.