Jean K. Gullikson
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Profilo
Ms. Jean K.
Gullikson, CPA, is Chief Compliance Officer & Senior Vice President at Marquette Asset Management, Inc. Prior to joining Marquette Asset Management, Ms. Gullikson was a Financial Manager at Lowry Hill, a comprehensive wealth management firm, where she worked closely with multi-generational affluent families and their advisors.
Previously, she was Tax Manager at Piper Trust Co., where she was responsible for fiduciary tax preparation, compliance, estate administration, and for development of operational policies and procedures.
She entered the financial planning and trust tax field when she joined the Tax Practice at KPMG-Minneapolis in 1992.
Ms. Gullikson earned a B.B.A.
degree in Accounting with highest honors from the University of Wisconsin - Eau Claire.
She is a Certified Public Accountant, having earned the Elijah Watt Sells Award for scoring in the top 100 of exam takers nationally.
She is a member of the Minnesota Society of Certified Public Accountants and the National Society of Compliance Professionals.
Precedenti posizioni note di Jean K. Gullikson
| Società | Posizione | Fine |
|---|---|---|
Lowry Hill Investment Advisors, Inc.
 Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Gestore di Portafoglio-Azioni | 09/05/2005 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Corporate Officer/Principal | - |
Formazione di Jean K. Gullikson
| University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Finance |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
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