Zachary Desmond (CRD# 7341200) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Bloomington, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trademark Financial Management | Bloomington, MN | May 2020 - Current | 4 |
| Ch Robinson Worldwide | Eden Prairie, MN | Sep 2018 - May 2020 | 1 |
| Golden Berg Law, Pllc | Minneapolis, MN | May 2017 - Aug 2018 | 1 |
| Us Senate | St. Paul, MN | Jan 2017 - May 2017 | < 1 |
| University Of Minnesota | Minneapolis, MN | Jan 2014 - Jan 2017 | 3 |
| Mount Yale Capital Group | Bloomington, MN | Apr 2015 - Dec 2016 | 1 |
| Wheel Fun Rentals | Minneapolis, MN | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- MN
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts938ACCOUNTS
-
Average Account Value$266,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, MN, OR, TX, UT, WA
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