Best Investors Account Sign in
Claim This Profile
Current Employers
Trademark Financial Management, Llc

7825 Washington Ave South 410, Bloomington, MN 55439 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-15
CA RA APPROVED 2025-11-04
MN RA APPROVED 2025-11-04
OR RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
UT RA APPROVED 2025-11-04
WA RA APPROVED 2025-11-04
  • AZ RA
    APPROVED
    Since 2025-12-15
  • CA RA
    APPROVED
    Since 2025-11-04
  • MN RA
    APPROVED
    Since 2025-11-04
  • OR RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04
  • UT RA
    APPROVED
    Since 2025-11-04
  • WA RA
    APPROVED
    Since 2025-11-04

Branch Locations

7825 Washington Ave South 410, Bloomington, MN 55439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Locorr Funds Excelsior MN 04/2022 06/2024
Carlson Capital Management, Llc Bloomington MN 06/2024 01/2025
The Bulldog Fund Llc Duluth MN 04/2021 05/2022
University Of Mn, Duluth Labovitz School Of Business & Economics Duluth MN 09/2018 05/2022
East Ridge High School Woodbury MN 09/2014 06/2018
Student Bloomington MN 10/2015 04/2022
Trademark Financial Management, Llc Bloomington MN 02/2025 09/2025
Trademark Financial Management, Llc Bloomington MN 10/2025 Present
  • 04/2022 → 06/2024
    Locorr Funds
    Excelsior, MN
  • 06/2024 → 01/2025
    Carlson Capital Management, Llc
    Bloomington, MN
  • 04/2021 → 05/2022
    The Bulldog Fund Llc
    Duluth, MN
  • 09/2018 → 05/2022
    University Of Mn, Duluth Labovitz School Of Business & Economics
    Duluth, MN
  • 09/2014 → 06/2018
    East Ridge High School
    Woodbury, MN
  • 10/2015 → 04/2022
    Student
    Bloomington, MN
  • 02/2025 → 09/2025
    Bloomington, MN
  • 10/2025 → Present
    Bloomington, MN
Previous Registrations
  • 2024-12-16 → 2025-01-23
    Carlson Capital Management, Llc
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
Other Names
  • Samuel Glubka

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor