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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.

Our team

If you’re a client of Marks Group Wealth Management, 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

Founder/Chief Investment Officer

John Feste


Jeremy Schmidt, CFP®

Director of Asset Management

Brett Angel

Sr. Wealth Advisor

Matt Arnold, CFP®

Sr. Wealth Advisor

Karly Wakely

Wealth Advisor

Nick Slettum

Lead Trader

Erica Lewerenz

Director of Operations

Samantha Thorn, CFP®

Financial Planning Coordinator

Shelly Aeshliman

Administrative Manager

Debbie Schaust

Client Service Manager

Janet Jakobitz

Client Service Coordinator

Jeremy Netka

Onboarding Specialist

Our strategic partners

Seth Cogswell

Portfolio Manager

Bill Patterson, CFA®

Portfolio Manager

Seth Cogswell and Bill Patterson are not affiliated with LPL Financial.

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 potential real-time market opportunities.

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.

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.

The entities listed in this section are not affiliated with LPL Financial.

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

*As reported in Financial Planning magazine 1996-2018, based on total revenues.

We’d like to hear from you


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

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