Mark Carlton (CRD# 1554654) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Bloomington, MN and has over 37 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trademark Financial Management LLC | Bloomington, MN | Jun 2000 - Current | 23 |
| O'brien And Associates. Inc. | West Union, IA | Sep 2019 - Aug 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- MN
- TX
-
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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