Advisor at Marks Group Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marks Group Wealth Management, Inc.
Location
Minnetonka, MN 55343
Credentials
Series 63, Series 65
Industry experience
9 years
Jeremy Netka is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo-affiliated firms. He is also a commissioned Notary Public. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans, offering financial planning, investment management, and wealth management services. The firm employs a range of actively managed strategies and uses both fundamental and technical analysis to tailor portfolios to client objectives.
Based on Marks Group Wealth Management, Inc.
Based on Marks Group Wealth Management, Inc.
0.15% to 2.00% annually (varies based on assets under management and services rendered)
Account minimum: $1,000,000 Fee-only: Fixed consulting fees generally range from $10,000 to $100,000 annually, negotiable and typically charged quarterly in arrears.
4350 Baker Road, Suite 245
Minnetonka, MN 55343
Minnesota
LPL Financial, llc
2018 - 2021 (3 years)
Marks Group Wealth Management, Inc
2017 - Present (9 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
Wells Fargo Advisors Llc
2016 - 2016 (1 year)
Wells Fargo Bank, Na
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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