Mark Trumble (CRD# 1054998) is an Investment Advisor Representative working at Process Design Capital Management LLC in Rochester, MN and has over 41 years of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Process Design Capital Management LLC | Rochester, MN | Mar 2017 - Current | 7 |
| Emergent Financial Group Inc. | Edina, MN | Jul 2001 - Feb 2017 | 15 |
| Emergent Financial Group Inc. | Bloomington, MN | Jun 2001 - Feb 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- MN
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Total Assets Under Management77MILLIONS
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Total Number of Accounts223ACCOUNTS
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Average Account Value$346,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, MN, TX
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