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Jennifer Kathryn Lutz

TRADEMARK FINANCIAL MANAGEMENT, LLC·BLOOMINGTON, Minnesota
Clean recordTRADEMARK FINANCIAL MANAGEMENT, LLC
7825 WASHINGTON AVE SOUTH, BLOOMINGTON, MN 55439CRD# 7655538Firm CRD# 116543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Kathryn Lutz · BLOOMINGTON, MN
Registration
CRD #7655538 · TRADEMARK FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Kathryn Lutz is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with TRADEMARK FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TRADEMARK FINANCIAL MANAGEMENT, LLC
TRADEMARK FINANCIAL MANAGEMENT, LLC
AUM
$250M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRADEMARK FINANCIAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES FROM OTHER INVESTMENT ADVISERS
Regulatory
SEC/IARD CRD# 7655538
Firm CRD# 116543
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Kathryn Lutz offer?
Jennifer Kathryn Lutz specializes in Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Jennifer Kathryn Lutz's credentials?
Jennifer Kathryn Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Kathryn Lutz located?
Jennifer Kathryn Lutz is based in BLOOMINGTON, Minnesota, working with TRADEMARK FINANCIAL MANAGEMENT, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Jennifer Kathryn Lutz charge for services?
Jennifer Kathryn Lutz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees from other investment advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEMARK FINANCIAL MANAGEMENT, LLC?
TRADEMARK FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADEMARK FINANCIAL MANAGEMENT, LLC

John Phillip Mowery
BLOOMINGTON, MN
Mark Anbuhl Carlton
BLOOMINGTON, MN

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Research
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