Turner Lee Storm
Investment adviser representative at Marks Group Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Marks Group Wealth Management, Inc.Jun 2024 to now
- Carlson Capital ManagementJul 2023 to now
- Carlson Capital ManagementOct 2022 to Jun 2023
- Thrivent FinancialMay 2020 to Sep 2022
- Thrivent Investment Management IncMay 2020 to Sep 2022
- Rdo Equipment Co.Jun 2018 to May 2020
- Concordia CollegeAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7242008
- Firm CRD
- 148679