| Owner | Title | From | %Ownership |
|---|---|---|---|
| Gullikson, Jean, Kathryn | Managing Director - Chief Compliance Officer | 05/2014 | < 5% |
| Vernier, Christopher, Marcel | President | 06/2016 | < 5% |
| Marquette Wealth Management, LLC | 100% Owner | 12/2017 | > 75% |
| Thomas Ruth, Valerie, Ann | Managing Director | 06/2022 | < 5% |
| Spoo, Abbey, Marlana | Managing Director & Chief Investment Officer | 06/2022 | < 5% |
| Vernier, Christopher, Marcel | Owner and Manager | 08/2017 | 50-75% |
| Gullikson, Jean, Kathryn | Owner | 08/2017 | 25-50% |
