About | Trademark Financial

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.

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.