TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD #116543 SEC #801-80925 BLOOMINGTON, MN 952-358-3395
SEC Registered
Total AUM
$246.3M
Discretionary
$246.3M
Employees
4
Clients
0
Accounts
886
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUTZ, JENNIFER, KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOWERY, JOHN, PHILLIP | I | VICE PRESIDENT | NA | Control |
| MOWERY, JOHN, PHILLIP | I | VICE PRESIDENT | NA | Control |
| MOWERY, JOHN, PHILLIP | I | VICE PRESIDENT | NA | Control |
| MOWERY, JOHN, PHILLIP | I | VICE PRESIDENT | NA | Control |
| CARLTON, MARK, ANBUHL | I | PRESIDENT | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
| CARLTON, MARK, ANBUHL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (8)
AZ CA FL MN OR TX UT WA
Address
7825 WASHINGTON AVE SOUTH410
BLOOMINGTON, MN 55439
United States
Phone: 952-358-3395