Jennifer Kathryn Lutz
Chief Compliance OfficerTrademark Financial Management, LLCCRD 7655538
About Jennifer Kathryn Lutz
Jennifer Kathryn Lutz is listed as Chief Compliance Officer at Trademark Financial Management, LLC in Bloomington, MN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trademark Financial Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Kathryn Lutz work?
Jennifer Kathryn Lutz is listed as Chief Compliance Officer at Trademark Financial Management, LLC on SEC Form ADV.
How much of Trademark Financial Management, LLC does Jennifer Kathryn Lutz own?
Form ADV reports a beneficial ownership band of Under 5%.
Trademark Financial Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |