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Our Story
Mark Carlton, CFA founded Trademark Financial Management, LLC in 2000 to help wealth advisors focus on their clients and their business.
Our team's goal is to deliver focused, adaptive, and diligent investment management to financial professionals.
Trademark serves wealth advisors and their clients throughout the United States and is based in Bloomington, Minnesota.
Mark Carlton, CFA
Mark formed Trademark Financial Management, LLC in 2000 to offer money management and consulting services to other financial professionals and individual investors.
Mark graduated from the University of Minnesota in 1986, with a B.A. in history and a minor in anthropology. In 1998, he completed the Chartered Financial Analyst® program and is a current CFA® charter holder.
Mark has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991.
His spare time is spent reading non-fiction, playing softball, watching baseball games, and coin collecting. He’s an accomplished nature photographer and many pictures of his travels to the Upper Midwest hang in our office.
Mark graduated from the University of Minnesota in 1986, with a B.A. in history and a minor in anthropology. In 1998, he completed the Chartered Financial Analyst® program and is a current CFA® charter holder.
Mark has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991.
His spare time is spent reading non-fiction, playing softball, watching baseball games, and coin collecting. He’s an accomplished nature photographer and many pictures of his travels to the Upper Midwest hang in our office.
Jennifer Lutz
Jen graduated from Loyola Chicago with a Communications Degree in 2010.
Jen began her career in the healthcare field working in Human Resources and Medical Staff Services for various local hospitals and health systems. She has a range of interests and wanted to broaden her horizons with a change of industry. She made the switch to Trademark Financial Management in April of 2016. Since working at Trademark Jen has continued to expand her knowledge base in operations and compliance. She now serves as Director of Operations and Chief Compliance Officer at Trademark.
Outside of Trademark, Jen enjoys reading, yoga, and is a self-proclaimed super nerd. Jen also has a passion for video games and can often be found grinding through levels and exploring new worlds from the comfort of home.
Jen began her career in the healthcare field working in Human Resources and Medical Staff Services for various local hospitals and health systems. She has a range of interests and wanted to broaden her horizons with a change of industry. She made the switch to Trademark Financial Management in April of 2016. Since working at Trademark Jen has continued to expand her knowledge base in operations and compliance. She now serves as Director of Operations and Chief Compliance Officer at Trademark.
Outside of Trademark, Jen enjoys reading, yoga, and is a self-proclaimed super nerd. Jen also has a passion for video games and can often be found grinding through levels and exploring new worlds from the comfort of home.
Mike Kellner
Mike Kellner has been part of the Trademark team since 2022 and supports our consulting and investment management clients in portfolio construction, asset allocation, and due diligence.
He has ten years of experience in the investment industry as an analyst, trader, portfolio manager, and asset allocator. His experience has ranged from fundamental research to options strategies to manager due diligence. He is passionate about real assets like timberland and agriculture and is pursuing a graduate degree focused on natural capital at the University of Georgia. Mike is currently a Level III CFA candidate. Mike graduated from Bard College in 2011, and he is a Fulbright scholar and Arabic speaker.
In his free time, he enjoys fly fishing and exploring off-the-beaten-path places.
He has ten years of experience in the investment industry as an analyst, trader, portfolio manager, and asset allocator. His experience has ranged from fundamental research to options strategies to manager due diligence. He is passionate about real assets like timberland and agriculture and is pursuing a graduate degree focused on natural capital at the University of Georgia. Mike is currently a Level III CFA candidate. Mike graduated from Bard College in 2011, and he is a Fulbright scholar and Arabic speaker.
In his free time, he enjoys fly fishing and exploring off-the-beaten-path places.
Shelly Fayard-Rerat
Shelly joined Trademark in 2024 and has been in the financial services industry for over a decade. She has spent her career working directly with clients and advisors and now serves as our Director of Client Relationships.
Shelly hails from the great state of Mississippi and attended The University of Southern Mississippi and has since resided in Minnesota.
In her spare time, she enjoys spending time with her children and their rescue dog Lula, trying new restaurants and volunteer work.
Shelly hails from the great state of Mississippi and attended The University of Southern Mississippi and has since resided in Minnesota.
In her spare time, she enjoys spending time with her children and their rescue dog Lula, trying new restaurants and volunteer work.
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