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Gathering insights about Trademark Financial Management

Trademark Financial Management Tech Stack

Trademark Financial Management uses 8 technology products and services including Open Graph, Wix, Google Fonts API, and more. Explore Trademark Financial Management's tech stack below.

  • Open Graph
    Content Management System
  • Wix
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Trademark Financial Management's Email Address Formats

Trademark Financial Management uses at least 1 format(s):
Trademark Financial Management Email FormatsExamplePercentage
First@trademarkfinancial.usJohn@trademarkfinancial.us
88%
FirstLast@trademarkfinancial.usJohnDoe@trademarkfinancial.us
12%

Frequently Asked Questions

Where is Trademark Financial Management's headquarters located?

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Trademark Financial Management's main headquarters is located at 7825 Washington Avenue South 410 Bloomington, Minnesota United States. The company has employees across 1 continents, including North America.

What is Trademark Financial Management's phone number?

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You can contact Trademark Financial Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trademark Financial Management's official website and social media links?

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Trademark Financial Management's official website is trademarkfinancial.us and has social profiles on LinkedIn.

What is Trademark Financial Management's SIC code NAICS code?

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Trademark Financial Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Trademark Financial Management have currently?

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As of April 2026, Trademark Financial Management has approximately 4 employees across 1 continents, including North America. Key team members include Vp - Director Of Operations: C. G.Director Of Operations: J. L.Portfolio Manager: M. C.. Explore Trademark Financial Management's employee directory with LeadIQ.

What industry does Trademark Financial Management belong to?

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Trademark Financial Management operates in the Financial Services industry.

What technology does Trademark Financial Management use?

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Trademark Financial Management's tech stack includes Open GraphWixGoogle Fonts APIjQuery MigrateWP EngineYoast SEOBootstrapHTTP/3.

What is Trademark Financial Management's email format?

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Trademark Financial Management's email format typically follows the pattern of First@trademarkfinancial.us. Find more Trademark Financial Management email formats with LeadIQ.

When was Trademark Financial Management founded?

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Trademark Financial Management was founded in 2000.

Trademark Financial Management

Financial ServicesMinnesota, United States2-10 Employees

Trademark Financial Management is an investment management and consulting firm located in Edina, Minnesota. We work closely with financial planners to create risk based investment allocations for their clients. We assume the responsibility for asset allocation formulation, account trading, and on-going investment monitoring and reporting.

We also consult with small and mid sized RIAs to provide asset allocation modeling, investment strategy evaluation, investment manager suggestion and due diligence, ESG based investment solutions, market commentary, custom research and sub-advised management.

At Trademark, we focus on investment management freeing financial advisors to focus on success.

Please visit our website for more information.

Section iconCompany Overview

Headquarters
7825 Washington Avenue South 410 Bloomington, Minnesota United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Trademark Financial Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Trademark Financial Management's revenue is estimated to be in the range of $1M$10M

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