Why choose Marks Group Wealth Management?

We approach wealth management differently. We’re not paid on commission and do not sell proprietary products. Instead, we do our own research and tap into the deep expertise of our team to provide a suite of complementary strategies chosen to serve your specific needs.

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Our team

If you’re a client of Marks Group, you’re a client of our entire team, not just one advisor. Our investment professionals collectively work on your behalf and bring an average of 17 years industry experience to the relationship.

While we’ve worked at some of the largest and most prestigious financial institutions in the country, we prefer an environment where we can have the most direct impact on our clients’ financial success.

Bennett Marks

Bennett Marks

President, Chief Investment Officer
John Feste

John Feste

Managing Principal
Jeremy Schmidt, CFP®

Jeremy Schmidt, CFP®

Director of Asset Management
Patrick Deeg, CFP®
Brett Angel

Brett Angel

Sr. Wealth Advisor
Matt Arnold, CFP®

Matt Arnold, CFP®

Sr. Wealth Advisor
Karly Zimmerman

Karly Zimmerman

Wealth Advisor
Nick Slettum

Nick Slettum

Lead Trader
Erica Lewerenz

Erica Lewerenz

Director of Operations
Shelly Aeshliman

Shelly Aeshliman

Administrative Manager
Debbie Schaust

Debbie Schaust

Client Service Manager
Michelle Schaust

Michelle Schaust

Client Service Coordinator

Our strategic partner

Bill Patterson, CFA®

Bill Patterson, CFA®

Senior Equity Consultant

Bill Patterson is not affiliated with LPL Financial.

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Our investment process

Disciplined investment management is key to delivering the highest probability of long-term success. Our investment approach ensures consistent, objective decision-making.

Investment committee

 The most popular strategy is rarely the best strategy. Our investment committee meets at least once a month to develop objective, forward-looking perspectives on the global economy. Our Perspectives & Outlook inform our model portfolios and securities selections and bring timely insights to your portfolio.

Active management

Based on the perspectives of our investment committee, we invest in the companies and sectors we believe are best positioned to benefit from the current economic environment. Because we avoid outsourcing investment decisions to third parties whenever possible, we can adjust your holdings to take advantage of real-time market opportunities.

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One, simple fee

We use a completely transparent fee structure that ties our compensation directly to your account values. You’ll never be charged commissions or transaction fees.

For prospective clients, we’ll provide you with an all-inclusive summary of your current investment fees and compare that to the fees you’d pay at Marks Group.

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Our community

Supporting the community where we live and work is important to us. We proudly donate our time and resources to organizations that help local families, and invest in programs that keep our community financially healthy.

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Our partner: LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*

What does a broker/dealer do? For Marks Group, LPL Financial acts as a back-office support team. They help us ensure our technology runs smoothly, client transactions are processed efficiently, and that everything we do is fully compliant.

LPL also holds our clients’ assets—in much the same way as a bank would, and provides our clients with the same securities and safeguards to protect their assets. They do not, however, influence our decision making process on the securities you own.

For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning magazine 2015, based on total revenues.

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We’d like to hear from you

952-582-6100

Toll Free: 888-582-6124
4350 Baker Road, Suite 245
Minnetonka, MN 55343

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