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John Phillip Mowery

TRADEMARK FINANCIAL MANAGEMENT, LLC·BLOOMINGTON, Minnesota
Series 7, Series 63, Series 66Clean record14 years registeredTRADEMARK FINANCIAL MANAGEMENT, LLC
7825 WASHINGTON AVE SOUTH, BLOOMINGTON, MN 55439CRD# 4128093Firm CRD# 116543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Phillip Mowery · BLOOMINGTON, MN
Registration
CRD #4128093 · TRADEMARK FINANCIAL MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Mar 2024 – present
O'BRIEN AND ASSOCIATES, INC.
Sep 2019 – Aug 2020
Edina, MN
TRADEMARK FINANCIAL MANAGEMENT, LLC
Mar 2012 – Mar 2024
BLOOMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · March 12, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543 · SEC 801-80925
AUM
$250M
Regulatory assets under management
Employees
4
938 client accounts
Services offered by TRADEMARK FINANCIAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TRADEMARK FINANCIAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Phillip Mowery offer?
John Phillip Mowery specializes in Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are John Phillip Mowery's credentials?
John Phillip Mowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Phillip Mowery located?
John Phillip Mowery 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 John Phillip Mowery charge for services?
John Phillip Mowery'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

Mark Anbuhl Carlton
BLOOMINGTON, MN

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