Valerie
Thomas Ruth

Marquette Wealth Management

CRD#5500991
Investment Advisor
in Minneapolis, MN

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About this Advisor

Valerie Thomas Ruth is a financial advisor working in Minneapolis, Minnesota, with a total of 2 years of relevant experience. Thomas Ruth is on the advisory team at Marquette Wealth Management. Over the course of their career, Thomas Ruth has held roles at Cliftonlarsonallen Wealth Advisors LLC, Marquette Asset Management, Carlson Capital Management, LLC and Marquette Asset Management, LLC Dba Marquette Wealth Management. Thomas Ruth has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Minnesota. Marquette Wealth Management is a registered investment company operating out of Minneapolis, MN. It oversees $570 million in total assets across its 502 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 502 customer accounts, 55% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the services. Fees billed by Marquette Wealth Management likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 South Fifth Street Suite 2800
Minneapolis, MN 55402

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Marquette Wealth Management Brokerage Details

Total Assets Under Management

$569,906,023

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

8

MN Average: 157
Total Number of Accounts

502

MN Average: 8,262
Average Account Size

$1,135,271

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
  • Pension consulting services
  • Selection of other advisers

Valerie Thomas Ruth Work History

Valerie has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Marquette Asset Management, LLC Dba Marquette Wealth Management

2018 - Present (6 years)

Carlson Capital Management, LLC

2015 - 2018 (3 years)

Cliftonlarsonallen Wealth Advisors LLC

2005 - 2015 (10 years)

Marquette Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Valerie Thomas Ruth 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 Marquette Wealth Management

Abbey Spoo
Minneapolis, MN
Valerie Thomas Ruth
Minneapolis, MN
Christopher Vernier
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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