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JE

Jordan M. Elling

MARQUETTE WEALTH MANAGEMENT
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 6508177
JE

Professional summary

Jordan Marie Elling, CFP®, who also goes by Jordan Marie Norsten, Jordan Marie Elling Norsten, is a registered financial advisor currently at MARQUETTE WEALTH MANAGEMENT located in Minneapolis, Minnesota.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jordan has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Marie Norsten | Jordan Marie Elling Norsten

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Marie Elling'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: 2018

Experience

Current

May 10, 2023 - Present

MARQUETTE WEALTH MANAGEMENT

Office #1: 150 South Fifth Street Suite 2800, Minneapolis, MN 55402
RIA
CRD#: 282482
Minneapolis, MN
Past

November 18, 2016 - April 3, 2023

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
MINNEAPOLIS, 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".
MW
MARQUETTE WEALTH MANAGEMENT
MARQUETTE ASSET MANAGEMENT | MARQUETTE WEALTH MANAGEMENT | MARQUETTE ASSET MANAGEMENT, LLC

CRD#: 282482 / SEC#: 801-107122

RIA
Registered Investment Advisory firm - (1/28/2016 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
Arizona
(7/3/2025)
IAR
California
(5/22/2025)
IAR
Colorado
(5/22/2025)
IAR
Florida
(7/10/2025)
IAR
Minnesota
(5/10/2023)
IAR
New Hampshire
(5/22/2025)
IAR
South Dakota
(5/22/2025)
IAR
Texas
(5/22/2025)
IAR
Wisconsin
(5/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2020
Securities Industry Essentials Examination

Current Firm

MW
MARQUETTE WEALTH MANAGEMENT
MARQUETTE ASSET MANAGEMENT | MARQUETTE WEALTH MANAGEMENT | MARQUETTE ASSET MANAGEMENT, LLC

CRD#: 282482 / SEC#: 801-107122

RIA
Registered Investment Advisory firm - (1/28/2016 Approved)
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Contact information

Main Address
150 South Fifth Street Suite 2800, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 661-3770
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARQUETTE WEALTH MANAGEMENT FORM ADV PART II (3/31/2025)

Regulatory assets under management

Total Number of Accounts701
AUM (Assets Under Management)$ 817,118,955

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.

Company Information

MARQUETTE WEALTH MANAGEMENT

CRD#: 282482Minneapolis, MN 55402

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