TRADEMARK FINANCIAL MANAGEMENT, LLC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 116543). Regulatory assets under management: $293.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Charities, Other.
| 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 | — |