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Kevin Michael Mann

MANN FINANCIAL SERVICES, INC.·DETROIT LAKES, Minnesota
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record12 years registeredMANN FINANCIAL SERVICES, INC.
613 HWY 10 E, DETROIT LAKES, MN 56501CRD# 2005805Firm CRD# 297878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Mann · DETROIT LAKES, MN
Registration
CRD #2005805 · MANN FINANCIAL SERVICES, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

MANN FINANCIAL GROUP
May 2019 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dec 2013 – May 2019
DETROIT LAKES, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · December 23, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MANN FINANCIAL SERVICES, INC.
CRD 297878 · SEC 801-114944
AUM
$284M
Regulatory assets under management
Employees
4
1,072 client accounts
Services offered by MANN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MANN FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Kevin Michael Mann offer?
Kevin Michael Mann specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DETROIT LAKES, Minnesota for a consultation.
What are Kevin Michael Mann's credentials?
Kevin Michael Mann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Michael Mann located?
Kevin Michael Mann is based in DETROIT LAKES, Minnesota, working with MANN FINANCIAL SERVICES, INC.. Their office serves clients in the DETROIT LAKES metropolitan area and surrounding communities.
How does Kevin Michael Mann charge for services?
Kevin Michael Mann's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANN FINANCIAL SERVICES, INC.?
MANN FINANCIAL SERVICES, INC. has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MANN FINANCIAL SERVICES, INC.

Brian Eugene Mann
DETROIT LAKES, MN
CFP

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