Jean K. Gullikson

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.