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Valerie T
Series 65
Minnetonka, MN
Marquette Wealth Management
Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minnetonka, MN, holding a Series 65 designation with nine years of industry experience. She previously worked at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC before joining Marquette. Marquette Wealth Management serves individuals, high net worth families, trusts, foundations, and donor-advised funds with financial planning and discretionary investment management, also providing consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment process emphasizing global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact team.
Jordan E
CFP®, Series 65
Minnetonka, MN
Marquette Wealth Management
Jordan Elling is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marquette Wealth Management. He previously worked for eight years at CliftonLarsonAllen Wealth Advisors, LLC before joining Marquette in 2023. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, alongside consulting and fiduciary services for employee benefit plans. The firm employs a disciplined, research-driven investment process focused on global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact advisory team.
Christopher V
Minnetonka, MN
Marquette Wealth Management
Christopher Vernier is a financial advisor at Marquette Wealth Management with 12 years of industry experience. He worked at Marquette Asset Management in 2016. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment approach focused on global asset allocation, diversification, and factor-aware active strategies in less efficient markets.
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