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Patrick John Deeg

Marks Group Wealth Management, Inc.

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About Patrick John Deeg

Patrick John Deeg is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN. Patrick Deeg has been in the industry since September 2005. Patrick Deeg is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses. Patrick Deeg provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm also provides advisory services for pooled investment vehicles.

Firm Information

Patrick Deeg 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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Patrick Deeg’s Registration & Firm History

MN

01/16/2014 - Present

Marks Group Wealth Management, Inc. (MINNETONKA MN)

MN

12/16/2010 - 12/31/2021

LPL FINANCIAL LLC (MINNETONKA MN)

MN

09/13/2005 - 12/17/2010

EDWARD JONES (CHANHASSEN MN)

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Licenses & Designations

BC

Issued 10/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Deeg.
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