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Turner Lee Storm

Marks Group Wealth Management, Inc.

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About Turner Lee Storm

Turner Lee Storm is a financial advisor with Marks Group Wealth Management, Inc. Turner is a Chartered Financial Analyst and has been in the industry since 2020. Turner specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Turner is registered as an investment advisor representative in Minnesota. Previously, Turner worked with Thrivent Investment Management Inc in Walker, MN and Carlson Capital Management in Bloomington, MN.

Firm Information

Turner Storm 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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Turner Storm’s Registration & Firm History

MN

06/20/2024 - Present

Marks Group Wealth Management, Inc. (MINNETONKA MN)

MN

07/02/2020 - 10/07/2022

THRIVENT INVESTMENT MANAGEMENT INC. (WALKER MN)

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Licenses & Designations

BOTH

Issued 07/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Turner Lee Storm.
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