Advisor at Dakota Wealth, LLC
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
Dakota Wealth, LLC
Location
Sartell, MN 56377
Credentials
CFP®, Series 66
Industry experience
6 years
Marshall Grams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He previously worked at Ledge Wealth Management, Inc. and TD Ameritrade, Inc., and has served in the Minnesota Army National Guard since 2007 as a Blackhawk helicopter pilot. He also holds a treasurer position with the St. Cloud Regional Airport Authority, overseeing financial operations. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, and various institutional clients. The firm employs diversified, customized portfolios with a long-term orientation and combines multiple research methodologies while overseeing both proprietary and independent investment strategies.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
2454 8th Avenue S, Suite #200
Sartell, MN 56377
Minnesota
Dakota Wealth, LLC
2024 - Present (2 years)
Ledge Wealth Management, Inc.
2020 - 2024 (4 years)
Minnesota Army National Guard
2019 - 2020 (1 year)
TD Ameritrade, Inc.
2018 - 2019 (1 year)
Minnesota Army National Guard
2007 - Present (19 years)
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