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TRADEMARK FINANCIAL MANAGEMENT, LLC

BLOOMINGTON, MN · CRD 116543 · IAPD ↗ · trademarkfinancial.us · 952-358-3395

$293.4MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — TRADEMARK FINANCIAL MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.