General Disclaimer

Important information regarding the limitations, regulatory scope, and intended use of this website.

This website provides general information about Trademark Financial Management, LLC and its services. Content is offered for educational purposes only and should not be interpreted as an offer, recommendation, or personalized investment advice.

Purpose and Regulatory Limitations

Trademark Financial Management, LLC is a registered investment adviser whose principal office is located in Minnesota. The adviser may not transact business in states where it is not properly registered, excluded, or exempt from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation will not be provided to any individual unless Trademark is appropriately registered, exempt from registration, or otherwise permitted to provide advisory services in the individual’s state of residence.

Information on this website is directed to U.S. residents only.

Scope of Educational Content

The information presented is believed to be factual and current; however, its accuracy cannot be guaranteed. Content may be updated or changed without notice and should not be considered a complete analysis of any topic. Opinions expressed reflect the judgment of the authors as of the publication date and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services.Visitors should consult a qualified professional before making financial decisions.

Hyperlinks to external websites are provided as a convenience only. Trademark Financial Management disclaims responsibility for the accuracy and content of third-party sites.

Client Responsibilities

Clients are responsible for informing their financial adviser or Trademark Financial Management of any changes in their financial situation and/or investment objectives so that appropriate adjustments can be considered.

No Performance Guarantees

Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. No strategy or process can assure success or protect against loss in declining markets. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.

Questions or Further Clarification

For additional information regarding this disclaimer, please contact us at info@trademarkfinancial.us or call 952-358-3395.