Trademark Financial Management
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
7825 Washington Ave S Ste 410, Minneapol...Phone Number
(952) 358-3395Website
www.trademarkfinancial.usRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Trademark Financial Management
Trademark Financial Management provides investment management services tailored for wealth advisors, enabling them to focus on their core practices. The company offers a full-service investment management platform, including account management, asset allocation, and market updates. As an Outsourced Chief Investment Officer, they assist firms in constructing portfolios and managing risk while providing consulting services to navigate complex investment opportunities. Their mission is to empower wealth advisors with adaptive, client-aligned investment strategies in a dynamic market environment.Explore more
Trademark Financial Management Org Chart
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Activity Insights
Trademark Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Trademark Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trademark Financial Management.
Trademark Financial Management Tech Stack
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Most Recent Scoops
Event
Person-Based
Jennifer Lutz, Director, Operations, appeared on a podcast called "Six Figure Flower Farming" on 12/22/2025. Topics discussed include Flower farm business, profitability, planning.
Events, Podcast
Event
Person-Based
Jennifer Lutz, Director, Operations, appeared on a podcast called "Six Figure Flower Farming" on 12/01/2025. Topics discussed include CSA sales, winter income, flower farming.
Events, Podcast
Event
Person-Based
Jennifer Lutz, Director, Operations, appeared on a podcast called "Six Figure Flower Farming" on 11/24/2025. Topics discussed include Holiday gift guide, farm revenue, marketing.
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Person-Based
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Trademark Financial Management provides investment management services tailored for wealth advisors, enabling them to focus on their core practices. The company offers a full-service investment management platform, including account management, asset allocation, and market updates. As an Outsourced Chief Investment Officer, they assist firms in con... Read More
