Patrick Deeg
Marks Group Wealth Management · Minnetonka, Minnesota
Patrick Deeg is a fee-only financial advisor at Marks Group Wealth Management in Minnetonka, Minnesota, who holds the CFP credential. Marks Group Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marks Group Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.02B across 4,310 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4997353 |
| Exams passed | Series 63 (2005) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.marksgroup.com |
How Patrick's firm compares
- Marks Group Wealth Management's average account is about $468,000, from its Form ADV (assets managed divided by 4,310 accounts).
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Questions about Patrick
Is Patrick Deeg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Marks Group Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Marks Group Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Deeg based?
Patrick Deeg is based in Minnetonka, Minnesota.
What credentials does Patrick Deeg hold?
Patrick Deeg holds the CFP credential.
Is Patrick Deeg registered with the SEC?
Yes. Patrick Deeg is registered as an investment adviser representative in MN (CRD 4997353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marks Group Wealth Management manage?
Marks Group Wealth Management reports $2.02B across 4,310 accounts in assets under management.
How do I contact Patrick Deeg?
Through Patrick's website, www.marksgroup.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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