Zachary
Desmond
Trademark Financial Management, LLC
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About this Advisor
Zachary Desmond is a financial advisor working in Minneapolis, Minnesota with a total of 2 years of industry experience. Desmond is currently employed by Trademark Financial Management, LLC. Over the course of their career, they have held roles at Trademark Financial Management, Ch Robinson Worldwide, Golden Berg Law, Pllc, Us Senate, University Of Minnesota, Mount Yale Capital Group, Wheel Fun Rentals, Ymca and St. Thomas Academy. Desmond maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Minnesota. Trademark Financial Management, LLC is a financial advisory business headquartered in Minneapolis, MN. It handles $208 million in total assets across its 867 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 867 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically vary depending on the type of services. However, fee types billed by Trademark Financial Management, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trademark Financial Management, LLC Brokerage Details
$208,236,983
5
867
$240,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Zachary Desmond Work History
Zachary has been registered as a financial advisor for 2 years.*
Trademark Financial Management
Ch Robinson Worldwide
Golden Berg Law, Pllc
Us Senate
Mount Yale Capital Group
University Of Minnesota
Wheel Fun Rentals
Ymca
St. Thomas Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Desmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trademark Financial Management, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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