Jordan Elling
Marquette Wealth Management · Minnetonka, Minnesota
Jordan Elling is a fee-only financial advisor at Marquette Wealth Management in Minnetonka, Minnesota, who holds the CFP credential. Marquette Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marquette Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.07B across 642 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, MN, NH, SD, TX, WI · CRD 6508177 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.marquettewm.com |
| Profile |
How Jordan's firm compares
- Marquette Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 642 accounts).
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Questions about Jordan
Is Jordan Elling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Marquette Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Marquette Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jordan Elling based?
Jordan Elling is based in Minnetonka, Minnesota.
What credentials does Jordan Elling hold?
Jordan Elling holds the CFP credential.
Is Jordan Elling registered with the SEC?
Yes. Jordan Elling is registered as an investment adviser representative in AZ, CA, CO, FL, MN, NH, SD, TX and WI (CRD 6508177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marquette Wealth Management manage?
Marquette Wealth Management reports $1.07B across 642 accounts in assets under management.
How do I contact Jordan Elling?
Through Jordan's website, www.marquettewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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