Bennett Eldon Marks
Financial advisor at Marks Group Wealth Management, Inc. · Minnetonka, MN
Last updated 2026-10-10
Claim your profileBennett Eldon Marks is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, CRD 1081385. Licenses and exams on the registration: Series 63. IAPD registration began 2000-03-10.
Registration
- CRD number
- 1081385
- Registration status
- Active
- IAPD registration
- 2000-03-10
- Industry Experience
- 26 years
- Work Experience
- 17 years
- States registered
- MN, TX
Licenses and exams
- Series 63
Work history
- 2008-11 to 2021-12 · Lpl Financial LLC · Minnetonka, MN
- 2008-11 to Present · Marks Group Wealth Management · Minnetonka, MN
Current employment
- Marks Group Wealth Management, Inc. · Minnetonka, MN
Marks Group Wealth Management, Inc.
- Regulatory AUM
- $2,017,276,019
- Registered advisors
- 9
- Offices
- 2
- Clients per advisor
- 89.9 (Moderate)
- Average AUM per client
- $2.5M (Low)
- High-net-worth client ratio
- 50.4% (High)
Marks Group Wealth Management, Inc.: advisors, services and reported ETF investments
About
Bennett Eldon Marks is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN. Reported securities licenses include Series 63. The latest record indicates 26 years of industry experience and 17 years of reported work history.
Marks Group Wealth Management, Inc.'s firm-level Form ADV reports 9 advisors across 2 offices; approximately 89.9 clients per advisor, average assets per client of $2,493,543, and regulatory AUM of $2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $470.6M across 65 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bennett Eldon Marks personally.
Reported ETF positions
Marks Group Wealth Management reports 65 ETF positions worth $470.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $98.3M |
| IVW — iShares S&P 500 Growth ETF | $38.6M |
| EFG — iShares MSCI EAFE Growth ETF | $36.9M |
| PVAL — Putnam Focused Large Cap Value ETF | $29.7M |
| BAI — iShares A.I. Innovation and Tech Active ETF | $27.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Marks Group Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $24.8M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $24.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $13M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $246.3K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Marks Group Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
4350 Baker Road, Minnetonka, MN 55343
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 952-582-6100
- Website: marksgroup.com
- Youtube
Official record
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