Samuel Joseph Glubka
Investment adviser representative at Trademark Financial Management, LLC
11 yearsExperience
7 statesRegistered in
$293.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Trademark Financial Management, LLCOct 2025 to now
- Trademark Financial Management, LLCFeb 2025 to Sep 2025
- Carlson Capital Management, LLCJun 2024 to Jan 2025
- Locorr FundsApr 2022 to Jun 2024
- The Bulldog Fund LLCApr 2021 to May 2022
- University of Mn, Duluth Labovitz School of Business & EconomicsSep 2018 to May 2022
- StudentOct 2015 to Apr 2022
- East Ridge High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, MN, OR, TX, UT, WA).
Trademark Financial Management, LLC
$293.4MAssets managed
458Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7984119
- Firm CRD
- 116543