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Marshall John Grams

Dakota Wealth, LLC

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About Marshall John Grams

Marshall John Grams is a financial advisor at Dakota Wealth, LLC, with over 10 years of experience in the financial services industry. Marshall has a strong background in financial planning, portfolio management, and pension consulting. Marshall is a Certified Financial Planner, and is registered with the state of Minnesota. In addition to his work with Dakota Wealth, LLC, Marshall is also active in the community, serving as the treasurer for the St. Cloud Regional Airport Authority.

Firm Information

Marshall Grams is currently registered with Dakota Wealth, LLC. Dakota Wealth, LLC is an investment advisor headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, investment companies, pooled investment vehicles, and other investment advisors. The firm also provides outsourced investment advisory services for other advisors and tax preparation/filing. As of December 31, 2022, Dakota Wealth, LLC had $6,122,964,202 in regulatory assets under management.
Dakota Wealth, LLC

11376 N. JOG ROAD

PALM BEACH GARDENS, FL 33418-1752

$6.12B

Assets Under Management

Not reported

Total Clients

51

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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outsourced investment advisory services for other advisers; tax preparation/filing

Outsourced investment advisory services for other advisers; tax preparation/filing

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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Marshall Grams’s Registration & Firm History

MN

01/02/2024 - Present

Dakota Wealth, LLC (Sartell MN)

MN

07/12/2018 - 09/10/2019

TD AMERITRADE, INC. (ST. CLOUD MN)

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Licenses & Designations

BOTH

Issued 07/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marshall John Grams.
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