TRADEMARK FINANCIAL MANAGEMENT, LLC

BLOOMINGTON, Minnesota·3 registered advisors·CRD# 116543
SEC# 801-809250952-358-3395
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES FROM OTHER INVESTMENT ADVISERS
03

Specialties

Investment ManagementWealth Management
04

Advisors at TRADEMARK FINANCIAL MANAGEMENT, LLC

3 registered advisors
Jennifer Kathryn Lutz
BLOOMINGTON, Minnesota
John Phillip Mowery
BLOOMINGTON, Minnesota
Mark Anbuhl Carlton
BLOOMINGTON, Minnesota
05

Office Locations

BLOOMINGTON, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. TRADEMARK FINANCIAL MANAGEMENT, LLC (CRD# 116543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.