Marshall Grams
A St. Cloud State University graduate and 17-year Military Veteran, Marshall Grams serves as a trusted advisor to complex and affluent clients. Marshall believes that helping individuals and families align their financial resources with their values results in greater clarity, confidence, and security. He specializes in serving high-income earners, medical professionals, and military physicians across the country.
Prior to joining Ledge Wealth in 2019, which was acquired by Dakota Wealth in 2023, Marshall worked as an Investment Consultant advising clients in the upper Midwest for a national financial advisory firm. He continues to serve our country as a Chief Warrant Officer 3, flying Blackhawk MEDEVAC Helicopters for the Minnesota Army National Guard.
Marshall is a CERTIFIED FINANCIAL PLANNER™ professional fully recognized by the CFP® Board of Standards, Inc. St. Cloud LIVE named Marshall to its ‘Emerging Leaders’ 2023 list for his contribution to the community.1 He earned a Bachelor of Science in Finance from St. Cloud State University.
Currently, Marshall volunteers his time with the Sartell Youth Hockey Association and through his appointment to the St. Cloud Regional Airport Authority where he serves as Treasurer. In his free time, he spends as much time as possible with his wife Kelsay and their 3 kids at their home in Sartell.
1St. Cloud Live Emerging Leaders 2023 recognizes professionals under age 40 in the area. Nominations were made by peers in the community and selected by St. Cloud Live staff. Those featured do not pay to win or to be considered for the recognition.” See more here: https://www.stcloudlive.com/business/st-cloud-lives-emerging-leaders-2023
News
Emerging Leaders: Marshall Grams thinks about finance in more than a ‘dollar and cents way’
https://www.stcloudlive.com/business/emerging-leaders-marshall-grams-thinks-about-finance-in-more-than-a-dollar-and-cents-way
