Samantha Lynn Thorn
Investment adviser representative at Marks Group Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Marks Group Wealth Management, Inc.Mar 2019 to now
- LPL FinancialJun 2019 to Dec 2021
- UnemployedNov 2018 to Feb 2019
- Code NinjasAug 2018 to Sep 2018
- Murphy Pohlad Asset Management LLCMar 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Marks Group Wealth Management, Inc.
$2BAssets managed
809Clients
9Advisers
17 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
- 6673817
- Firm CRD
- 148679