Samantha L. Thorn

MARKS GROUP WEALTH MANAGEMENT

Byron, MN

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CRD#: 6673817

Professional summary

Samantha Lynn Thorn, CFP®, who also goes by Samantha Lynn Kuisle, is a registered financial advisor currently at MARKS GROUP WEALTH MANAGEMENT, INC. located in Byron, Minnesota.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Samantha has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samantha Lynn Kuisle

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) 04/2013 - NOTARY - SAMANTHA THORN - 0% - INVESTMENT RELATED - MINNETONKA, MN 55343.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Lynn Thorn'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

Experience

Current

August 23, 2019 - Present

MARKS GROUP WEALTH MANAGEMENT, INC.

RIA

CRD#: 148679

Byron, MN

Past

July 1, 2019 - December 31, 2021

LPL FINANCIAL LLC

CRD#: 6413

MINNETONKA, MN

Past

June 23, 2016 - November 14, 2018

MURPHY POHLAD ASSET MANAGEMENT LLC

RIA

CRD#: 109973

EDEN PRAIRIE, 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
(8/23/2019)

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: 8/14/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/24/2019

Securities Industry Essentials 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)

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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.

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Samantha L. Thorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Lynn Thorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKS GROUP WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

MURPHY POHLAD ASSET MANAGEMENT LLC

Primary Firm SEC Registration

MARKS GROUP WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2019

Series 7TO

Date: 7/1/2019

SIE

Date: 5/24/2019

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

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