Noah Marell, CFP® in

Noah Marell, CFP®

Questioner · DISC type c
Chief Operating Officer at Aprio
📍 Minneapolis, Minnesota, United States

Noah Marell is the Chief Operating Officer at Aprio Wealth Management, leading strategic initiatives and operations. A Certified Financial Planner® and graduate of the University of Minnesotas Carlson School of Management, he has deep expertise in wealth management, previously holding leadership roles at The Mather Group and Creative Planning.

He has authored practical financial guides for families, covering complex topics like long-term care insurance and essential money conversations for new couples.

Read the full overview →
Experience
16 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Minneapolis, Minnesota, United States
Personality Overview

How Noah shows up

Systematic
Price-Sensitive
Cautious & Analytical

They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Noah cares about

RIA Growth Strategy
He is actively involved in corporate development and M&A for Aprio Wealth Management, focusing on growth in the Registered Investment Advisor (RIA) space.
Building Teams
Frequently posts about his focus on recruiting excellent people and his excitement for the continued growth of the team at Aprio.
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Career

Work history

3-2025
Chief Operating Officer
Aprio
8-2023 - 3-2025
Managing Director, Strategic Initiatives
The Mather Group, LLC
10-2022 - 8-2023
Partner / Private Wealth Manager
Creative Planning
6-2022 - 10-2022
Principal, Senior Financial Advisor
Wipfli Financial Advisors
6-2018 - 7-2022
Senior Financial Advisor
Wipfli Financial Advisors
In the press

Media appearances

Noah Marell, COO, Aprio Wealth Management. Featured in Aprio
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Education
2008 - 2012
BSB - Finance
UMN Carlson School of Management
2008 - 2012
BSB - Finance
University of Minnesota
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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