PPrivate Fund Data Log in Join · $37/mo

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

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View Trademark Financial Management, LLC →