Bennett Eldon Marks
Professional Summary
Bennett Eldon Marks, who also goes by Ben Marks, Bennet Eldon Marks, is a registered financial advisor currently at MARKS GROUP WEALTH MANAGEMENT, INC. located in Minnetonka, Minnesota. Bennett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Bennett has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
Specializations
Biography
Our goal is to improve the quality of life and peace of mind for every client by providing carefully considered financial advice in an environment free from conflicts of interest. We strive to deliver a consistent and special client experience for every client.
Other Aliases
Ben Marks, Bennet Eldon Marks
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
INDIGO WEALTH GROUP, INC. | MARKS GROUP WEALTH MANAGEMENT, INC.
Contact Information
Main Address
4350 Baker Road Suite 245, Minnetonka, MN 55343Phone Number
(952) 582-6100# of Employees
14SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,310AUM (Assets Under Management)
$2,017,276,019Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
INDIGO WEALTH GROUP, INC. | MARKS GROUP WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(1/14/2014)
(4/14/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Sep 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bennett Eldon Marks's CRS (Customer Relationship Summary).
Services Offered by Bennett
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
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