Patrick J. Deeg

MARKS GROUP WEALTH MANAGEMENT

Minnetonka, MN 55343

Some features on this profile are disabled

CRD#: 4997353

Professional summary

Patrick John Deeg, CFP® is a registered financial advisor currently at MARKS GROUP WEALTH MANAGEMENT, INC. located in Minnetonka, Minnesota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Marks Group Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/16/2010 - 2 Hours Per Month During Securities Trading - Fixed insurance. 2. PKD Properties, LLC - Not Investment Related - Home Based, & Breezy Point, MN 56472, & Nisswa, MN 56468 - Real Estate Rental - Started 1/1/2025 - 1-10 Hours Per Month/0 Hours During Securities Trading - Own 2 rental properties at resorts, properties will be managed by the resorts' parent companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Deeg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 16, 2014 - Present

MARKS GROUP WEALTH MANAGEMENT, INC.

Office #1: 4350 Baker Road Suite 245, Minnetonka, MN 55343

RIA

CRD#: 148679

Minnetonka, MN

Past

December 16, 2010 - December 31, 2021

LPL FINANCIAL LLC

CRD#: 6413

MINNETONKA, MN

Past

September 13, 2005 - December 17, 2010

EDWARD JONES

CRD#: 250

CHANHASSEN, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARKS GROUP WEALTH MANAGEMENT, INC.

INDIGO WEALTH GROUP, INC. | MARKS GROUP WEALTH MANAGEMENT, INC.

CRD#: 148679 / SEC#: 801-69685

RIA

Registered Investment Advisory firm - (10/22/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/16/2014)

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

State Security Law Exam

Series 63

Date: 10/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2005

General Securities Representative Examination

Current Firm

MARKS GROUP WEALTH MANAGEMENT, INC.

INDIGO WEALTH GROUP, INC. | MARKS GROUP WEALTH MANAGEMENT, INC.

CRD#: 148679 / SEC#: 801-69685

RIA

Registered Investment Advisory firm - (10/22/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4350 Baker Road Suite 245, Minnetonka, MN 55343

Mailing Address

Phone number

(952) 582-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (9/26/2025)

WRAP BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	4,019
AUM (Assets Under Management)	$ 1,968,819,528

Red Flags

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

Crystal, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick J. Deeg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Deeg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKS GROUP WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

MARKS GROUP WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2005

Current Firm

MARKS GROUP WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKS GROUP WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors