Turner
Storm

Marks Group Wealth Management, Inc

CRD#7242008
Investment Advisor
in Hopkins, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Turner Storm is a financial advisor based in Hopkins, Minnesota, working with Marks Group Wealth Management, Inc. Turner has previously held positions at Rdo Equipment Co, Concordia College, Lincoln High School, Thrivent Investment Management Inc, Thrivent Financial, and Carlson Capital Management. Turner has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Turner is part of Marks Group Wealth Management, Inc, which operates out of Hopkins, Minnesota. The firm has 14 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Marks Group Wealth Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4350 Baker Road Suite 245
Hopkins, MN 55343

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Marks Group Wealth Management, Inc Brokerage Details

Total Assets Under Management

$1,688,993,525

MN Average: $5,289,111,388
Total Number of Employees

14

MN Average: 157
Total Number of Accounts

3,788

MN Average: 8,262
Average Account Size

$445,880

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Turner Storm Work History

2023 - Present (1 year)

Carlson Capital Management

2022 - 2023 (1 year)

Carlson Capital Management

2020 - 2022 (2 years)

Thrivent Investment Management Inc

2020 - 2020 (< 1 year)

Thrivent Financial

2020 - 2022 (2 years)

Thrivent Financial

2019 - 2020 (1 year)

Rdo Equipment Co

2018 - 2019 (1 year)

Rdo Equipment Co

2014 - 2018 (4 years)

Concordia College

2010 - 2014 (4 years)

Lincoln High School

Disclosures

Please visit the SEC profile of Turner Storm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Marks Group Wealth Management, Inc

John Hanten
Hopkins, MN
Jeremy Netka
Hopkins, MN
Samantha Thorn
Hopkins, MN
Brett Angel
Hopkins, MN
Turner Storm
Hopkins, MN
Patrick Deeg
Hopkins, MN
John Feste
Hopkins, MN
Jeremy Schmidt
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started