Trademark Financial Management, LLC
Trademark Financial Management, LLC (CRD# 116543) is a financial advisory firm headquartered in Edina, MN. They manage $109,624,855 in 582 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts582ACCOUNTS
Average Account Value$188,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, MN, TX, WA
Mark Carlton (CRD# 1554654) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Edina, MN and has over 31 years of experience in the finance industry.
John Mowery (CRD# 4128093) is an Investment Advisor Representative working at Trademark Financial Management, LLC in Edina, MN and has over 17 years of experience in the finance industry.