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
CFA®, Series 66
Industry experience
5 years
Turner Storm is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Marks Group Wealth Management, Inc. and has previously worked at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed strategies, combining fundamental and technical analysis, and utilizes both in-house and independent subadvisers to manage nearly $2 billion in client assets.
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
Carlson Capital Management
2023 - Present (3 years)
Carlson Capital Management
2022 - 2023 (1 year)
Thrivent Financial
2020 - 2022 (2 years)
Thrivent Investment Management Inc
2020 - 2022 (2 years)
Thrivent Financial
2020 - 2020 (1 year)
RDO Equipment Co.
2019 - 2020 (1 year)
RDO Equipment Co.
2018 - 2019 (1 year)
Concordia College
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
Plymouth, MN
Spencer Financial Advisors
Series 63
Minnetrista, MN
Harrison Capital Management LLC
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")