Valerie A. Thomas Ruth
Professional summary
Valerie Ann Thomas Ruth, who also goes by Valerie Ann Ruth, Valerie Ann Thomas, Valerie Ann Thomas Ruth, is a registered financial advisor currently at MARQUETTE WEALTH MANAGEMENT located in Minneapolis, Minnesota.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Valerie has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Ann Thomas Ruth's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2021 - Present
MARQUETTE WEALTH MANAGEMENT
Office #1: 150 South Fifth Street Suite 2800, Minneapolis, MN 55402November 29, 2018 - July 23, 2021
CARLSON CAPITAL MANAGEMENT, LLC
September 30, 2016 - November 1, 2018
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Primary Firm SEC Registration
MARQUETTE WEALTH MANAGEMENT
CRD#: 282482 / SEC#: 801-107122
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/19/2023)
(5/11/2023)
(5/27/2025)
(6/15/2023)
(8/12/2021)
(1/8/2024)
(5/11/2023)
(5/11/2023)
(5/11/2023)
Current Firm
MARQUETTE WEALTH MANAGEMENT
CRD#: 282482 / SEC#: 801-107122
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 701 |
| AUM (Assets Under Management) | $ 817,118,955 |
Red Flags
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