Robert W. Baird &
47yrs
Top advisor by experience in Minnetonka
44yrs
Bennett Eldon Marks
Financial advisor at Marks Group Wealth Management
At a glance
Experience44 years (since 1983)
How that compares ?Top advisor by experience at Marks Group Wealth Management
Office4350 Baker Road Suite 245, Minnetonka, MN 55343
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through Marks Group Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2011 – nowMarks Group Wealth Management, Inc.Current firm
- 2000 – 2008UBS Financial Services Inc.Previously
Questions to ask Bennett
Tailored to Bennett’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bennett
How do I contact Bennett?
Call Marks Group Wealth Management at 952-582-6100 and ask for Bennett Eldon Marks. Bennett works from the Minnetonka, MN office.
How long has Bennett been a financial advisor?
Bennett has been in the industry since 1983, about 44 years. Top advisor by experience at Marks Group Wealth Management.
What licenses does Bennett hold?
Series 63. Tap any license on this page to see what it allows.
Is Bennett a fiduciary?
Bennett is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bennett paid?
Marks Group Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bennett for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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