Trademark Financial Management, LLC

Trademark Financial Management, LLC (CRD# 116543) is a financial advisory firm headquartered in Bloomington, MN. They manage $250,208,252 in 938 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
7825 Washington Ave South, 410, Bloomington, MN 55439
https://www.linkedin.com/company/4810939/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $266,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MN, OR, TX, UT, WA

Financial Advisors at Trademark Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Carlton, financial advisor Bloomington MN
Mark A. Carlton
CRD#: 1554654
7825 Washington Ave South, 410, Bloomington, MN 55439

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.

2
Zachary Desmond, financial advisor Bloomington MN
Zachary T. Desmond
CRD#: 7341200
7825 Washington Ave South, 410, Bloomington, MN 55439

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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