Trademark Financial Management, LLC

Trademark Financial Management, LLC (CRD# 116543) is a financial advisory firm headquartered in Edina, MN. They manage $102,963,952 in 557 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $184,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, MN, TX, WA

Financial Advisors at Trademark Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Carlton
CRD#: 1554654
7301 Ohms Lane, #535, Edina, MN 55439
96
Wealthminder
score

Mark Carlton (CRD# 1554654) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Edina, MN and has over 30 years of experience in the finance industry.

2
John P. Mowery
CRD#: 4128093
7301 Ohms Lane, #535, Edina, MN 55439
93
Wealthminder
score

John Mowery (CRD# 4128093) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Edina, MN and has over 16 years of experience in the finance industry.

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