Financial Management Network Inc.

Financial Management Network Inc. (CRD# 110454) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $1,478,373,298 in 4,072 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,478
    MILLION
  • Total Number of Accounts
    4,072
    ACCOUNTS
  • Average Account Value
    $363,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, KS, LA, MN, NC, NM, NV, OH, OR, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Financial Management Network Inc.
Showing 11 - 20 of 20 top financial advisors.
11
Matthew S. Merwin
CRD#: 1142898
9916 Lone Tree Lane, Orlando, FL 32836

Matthew Merwin (CRD# 1142898) is an Investment Advisor Representative working at Financial Management Network Inc. in Orlando, FL and has over 34 years of experience in the finance industry.

12
Tracy R. Olson
CRD#: 2270789
26041 Acero, Mission Viejo, CA 92691

Tracy Olson (CRD# 2270789) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry.

13
John M. Randall
CRD#: 2680441
Cedar Park, TX

John Randall (CRD# 2680441) is an Investment Advisor Representative working at Financial Management Network Inc. in Cedar Park, TX and has over 28 years of experience in the finance industry.

14
Richard J. Rang
CRD#: 2603510
26041 Acero, Mission Viejo, CA 92691

Richard Rang (CRD# 2603510) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 29 years of experience in the finance industry.

15
Aran G. Sahagun
CRD#: 4621177
26041 Acero, Mission Viejo, CA 92691

Aran Sahagun (CRD# 4621177) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 19 years of experience in the finance industry.

16
Gary A. Tickel
CRD#: 1100279
26041 Acero, Mission Viejo, CA 92691

Gary Tickel (CRD# 1100279) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 41 years of experience in the finance industry.

17
Nicholas J. Cavallo
CRD#: 6854600
26041 Acero, Mission Viejo, CA 92691

Nicholas Cavallo (CRD# 6854600) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 3 years of experience in the finance industry.

18
Matthew A. Jordan
CRD#: 7157616
26041 Acero, Mission Viejo, CA 92691

Matthew Jordan (CRD# 7157616) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 3 years of experience in the finance industry.

19
John J. Merwin
CRD#: 6249352
26041 Acero, Mission Viejo, CA 92691

John Merwin (CRD# 6249352) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has 1 year of experience in the finance industry.

20
Joshua D. Valdivia
CRD#: 7281960
26041 Acero, Mission Viejo, CA 92691

Joshua Valdivia (CRD# 7281960) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 2 years of experience in the finance industry.

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