Valerie Ann Thomas ruth
Investment adviser representative at Marquette Wealth Management
11 yearsExperience
9 statesRegistered in
$1.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Marquette Wealth ManagementJul 2021 to now
- Carlson Capital Management, LLCOct 2018 to Jul 2021
- Cliftonlarsonallen Wealth Advisors LLCDec 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CO, FL, MN, NH, SD, TX, WI).
Marquette Wealth Management
Legal name: Marquette Asset Management, LLC
$1.1BAssets managed
229Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5500991
- Firm CRD
- 282482