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 remained stable from approximately 5 to 5 employees based on available data.

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Trademark Financial Management Employee Directory

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.

Find Trademark Financial Management employees' phone numbers or email addresses

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

Banking
Accounting
Administrative
Analytics
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Contact profiles from Trademark Financial Management

Name

Title

Contact Info

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
Apr 15, 2026
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. The company's main headquarters is located in 7825 Washington Avenue South 410 Bloomington, Minnesota United States; 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 4 employees as of April 2026. These team members are located across 1 continents, including North America.

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

As of April 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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