TRADEMARK FINANCIAL MANAGEMENT, LLC

7825 Washington Ave South
410
Bloomington, Minnesota 55439
Tel: 952-358-3395

About TRADEMARK FINANCIAL MANAGEMENT, LLC

TRADEMARK FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as TRADEMARK FINANCIAL MANAGEMENT, LLC. The firm was established in 02/06/2015. They have over 1 offices throughout the country.

TRADEMARK FINANCIAL MANAGEMENT, LLC is a Bloomington, Minnesota based Financial Planning firm with nearly $246,311,890 assets under management, offering retirement planning & investment advisory services to 886 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116543
SEC#	801-80925
Assets Managed by Firm	$246,311,890
No. of Clients	886
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FEES FROM OTHER INVESTMENT ADVISERS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVISORY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	886	$246,311,890
Individuals (other than high net worth individuals)	401	$146,698,576
High net worth individuals	48	$99,613,314

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