Marshall John Grams
Investment adviser representative at Dakota Wealth, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.9BFirm 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
- Pension consulting
Experience
19 years in the industry.
- Dakota Wealth, LLCJan 2024 to now
- Minnesota Army National GuardOct 2007 to now
- Ledge Wealth Management, Inc.Oct 2020 to Jan 2024
- TD Ameritrade, Inc.Jun 2018 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 6973817
- Firm CRD
- 297987