Pat Deeg Cfp Email & Phone Number | Marks Group Wealth Management As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our investment strategy is based on 3 principles: Transparency What you see is what you get. In our 5 Model Portfolios we own stocks, bonds, exchange-traded funds (ETFs) and mutual funds. Your investments are held in separately managed accounts where you see all the “moving parts” of any transactions. Your management fees are fully disclosed and all-inclusive. We regularly update and communicate our firm’s biases and outlook, which drive our investment decisions. Liquidity We invest only in securities that have daily liquidity and pricing. We do not use hedge funds, structured notes, private investments or other investments that are less liquid and transparent – investment vehicles that in our opinion are not in the best interest of most high net worth investors. Proximity The more middlemen between you and your money, the higher the probability of an unanticipated outcome. At our firm, you speak directly with the decision makers who know what you own and why you own it. Securities offered through LPL Financial. Member FINRA/SIPC The financial consultants at Marks Group Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Marks Group Wealth Management are registered to do business, please visit www.marksgroup.com

Pat Deeg Cfp

Marks Group Wealth Management As a Registered Investment Advisory firm, we have a fiduciary respons...
Minneapolis, Minnesota, United States

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Pat Deeg Cfp’s Email pat.deeg@marksgroup.com

Pat Deeg Cfp’s Phone Numbers +1 952-582-****

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Pat Deeg Cfp’s Location Minneapolis, Minnesota, United States

Pat Deeg Cfp’s Current Industry Marks Group Wealth Management

Pat Deeg Cfp’s Prior Industry Edward Jones

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Work Experience

Marks Group Wealth Management

Principal

2010-12-01 00:00:00 - Present

Edward Jones

Financial Advisor

2005-06-01 00:00:00 - 2010-12-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Pat Deeg Cfp

Pat Deeg Cfp is located at
Minneapolis, Minnesota, United States

Pat Deeg Cfp is a Marks Group Wealth Management As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our investment strategy is based on 3 principles: Transparency What you see is what you get. In our 5 Model Portfolios we own stocks, bonds, exchange-traded funds (ETFs) and mutual funds. Your investments are held in separately managed accounts where you see all the “moving parts” of any transactions. Your management fees are fully disclosed and all-inclusive. We regularly update and communicate our firm’s biases and outlook, which drive our investment decisions. Liquidity We invest only in securities that have daily liquidity and pricing. We do not use hedge funds, structured notes, private investments or other investments that are less liquid and transparent – investment vehicles that in our opinion are not in the best interest of most high net worth investors. Proximity The more middlemen between you and your money, the higher the probability of an unanticipated outcome. At our firm, you speak directly with the decision makers who know what you own and why you own it. Securities offered through LPL Financial. Member FINRA/SIPC The financial consultants at Marks Group Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Marks Group Wealth Management are registered to do business, please visit www.marksgroup.com