What departments does Trademark Financial Management have?

Trademark Financial Management has employees across 1 departments including Operations.

What is the largest department at Trademark Financial Management?

The largest department at Trademark Financial Management is Operations with 2 employees.

Where are Trademark Financial Management employees located globally?

Trademark Financial Management has employees across 1 continents and 1 countries including United States Of America.

How has Trademark Financial Management's team size changed over time?

Trademark Financial Management's team has decreased from approximately 5 to 4 employees based on available data.

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Trademark Financial Management Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Trademark Financial Management is a financial services firm that supports financial planners and smaller RIAs with investment management and consulting. It develops risk-based investment allocations and handles asset allocation formulation, account trading, and ongoing monitoring and reporting. The company also provides asset allocation modeling, strategy evaluation, manager due diligence, ESG investment solutions, market commentary, and custom research, including sub-advised management.

Based in Edina, Minnesota, the firm operates as a small team servicing professional advisors. By focusing on investment management, it aims to relieve financial planners of portfolio construction and oversight tasks so they can concentrate on client relationships.

Trademark Financial Management Global Highlights

North America
6

United States Of America
6

Trademark Financial Management's Leadership

C. G.
Vp - Director Of Operations
Mobile Phone
Email
J. L.
Director Of Operations
Mobile Phone
Email
M. C.
Portfolio Manager
Mobile Phone
Email
Z. D.
Associate
Mobile Phone
Email
S. F.
Mobile Phone
Email

Trademark Financial Management Employee Metrics

100%

50%

2026

2025

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Accounting
Administrative
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Contact profiles from Trademark Financial Management

Name

Title

Contact

Location

Last Update

C. G.
Vp - Director Of Operations
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2024
J. L.
Director Of Operations
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025
M. C.
Portfolio Manager
Mobile Phone
Email
United StatesMinnesota
Jul 17, 2024
Z. D.
Associate
Mobile Phone
Email
United StatesMinnesota
Oct 16, 2024
S. F.
Mobile Phone
Email
United StatesMinnesota
Feb 12, 2025

Frequently Asked Questions

What is Trademark Financial Management known for?

Trademark Financial Management was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-952-893-****

. Explore Trademark Financial Management's company overview page for more information.

What is Trademark Financial Management's most common email format?

Trademark Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trademark Financial Management email formats with LeadIQ.

How many employees does Trademark Financial Management have currently?

Trademark Financial Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Trademark Financial Management's key employees and leadership?

As of July 2026, Trademark Financial Management's key employees include:

Vp - Director Of Operations: C. G.
Director Of Operations: J. L.
Portfolio Manager: M. C.
Associate: Z. D.
: S. F.

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Trademark Financial Management Employee Directory

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