# TRADEMARK FINANCIAL MANAGEMENT, LLC

TRADEMARK FINANCIAL MANAGEMENT, LLC of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 116543
- Type: SEC-registered investment adviser
- SEC file number: 801-80925
- Location: 7825 WASHINGTON AVE SOUTH, 410, BLOOMINGTON, MN, 55439
- Phone: 952-358-3395
- Latest filing: 2026-03-09
- Regulatory AUM: $293.4M
- Discretionary AUM: $293.4M
- Clients: 5
- Accounts: 923

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Mark Anbuhl Carlton | MANAGING MEMBER | — |
| Jennifer Kathryn Lutz | CHIEF COMPLIANCE OFFICER | — |
| CARLTON MARK ANBUHL | MANAGING MEMBER; PRESIDENT | — |
| MOWERY JOHN PHILLIP | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| LUTZ JENNIFER KATHRYN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116543/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116543/similar
- Related entities: https://search.stillhousedata.com/firm/116543/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116543

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.