Brian Mann (CRD# 5184687) is an Investment Advisor Representative working at Mann Financial Group in Detroit Lakes, MN and has over 17 years of experience in the finance industry. Brian Mann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2639006
Future Bright
CRD# 4722650
Raymond James Financial Services Advisors, Inc.
CRD# 2475927
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mann Financial Group | Detroit Lakes, MN | Mar 2012 - Current | 12 |
| Cantella & Company, Inc. | Malden, MA | May 2019 - Nov 2022 | 3 |
| Raymond James Financial Services Advisors Inc. | Detroit Lakes, MN | May 2012 - May 2019 | 7 |
| Raymond James Financal Services, Inc. | Detroit Lakes, MN | Mar 2012 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MN
-
Total Assets Under Management284MILLIONS
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Total Number of Accounts1,072ACCOUNTS
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Average Account Value$264,724
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, ND, TX
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