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Jeremy David Netka

Marks Group Wealth Management, Inc.

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About Jeremy David Netka

Jeremy David Netka is a registered Investment Advisor Representative with Marks Group Wealth Management, Inc. located in Minnetonka, MN. Jeremy has been in the financial services industry for over 6 years, with previous experience at LPL Financial LLC and Wells Fargo Clearing Services, LLC. Jeremy holds the Series 6, Series 63, Series 65 and SIE licenses. Jeremy offers financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Jeremy Netka is currently registered with Marks Group Wealth Management, Inc.. Marks Group Wealth Management, Inc. is a wealth management firm based in Minnetonka, Minnesota. They offer a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $1.68 billion in assets for a diverse client base including individuals, high-net-worth individuals, corporations, charities, pension plans, and others. The firm is registered with the SEC and has 1 licensed agent and 9 investment advisor representatives.
Marks Group Wealth Management, Inc.

4350 BAKER ROAD

MINNETONKA, MN 55343

$1.69B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Netka’s Registration & Firm History

MN

01/11/2018 - Present

Marks Group Wealth Management, Inc. (MINNETONKA MN)

MN

01/03/2018 - 12/31/2021

LPL FINANCIAL LLC (MINNETONKA MN)

MN

04/28/2016 - 11/30/2017

WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)

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Licenses & Designations

IA

Issued 08/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy David Netka.
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