Colby
Mank

Penobscot Financial Advisors

CRD#7604867
Investment Advisor
in Portland, ME

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Colby Mank is a financial advisor based in Portland, Maine, working with Penobscot Financial Advisors. Colby has previously held positions at Penobscot Financial Advisors, Allen Insurance And Financial, Firehouse Subs, Cappza's Pizza, Chris Packard Excavation, Med-O-Lark Summer Camp, Thomas College, and as a full-time student. Colby has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Colby is part of Penobscot Financial Advisors, which operates out of Portland, Maine. The firm has 1 office and 11 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Penobscot Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Monument Square Suite 501
Portland, ME 04101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Penobscot Financial Advisors Brokerage Details

Total Assets Under Management

$404,953,462

ME Average: $618,328,769
Total Number of Employees

11

ME Average: 10
Total Number of Accounts

2,260

ME Average: 975
Average Account Size

$179,183

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Colby Mank Work History

2023 - Present (1 year)

Penobscot Financial Advisors

2022 - 2022 (< 1 year)

Allen Insurance And Financial

2021 - 2022 (1 year)

Firehouse Subs

2020 - 2021 (1 year)

Cappza'S Pizza

2020 - 2020 (< 1 year)

Chris Packard Excavation

2020 - 2022 (2 years)

Thomas College

2018 - 2021 (3 years)

Med-O-Lark Summer Camp

2012 - 2020 (8 years)

Full Time Student

Disclosures

Please visit the SEC profile of Colby Mank to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Penobscot Financial Advisors

Samuel Chaplin
Portland, ME
Elizabeth Mckay
Portland, ME
Rebecca Schuman
Portland, ME
Karen Kilbride
Portland, ME
Colby Mank
Portland, ME
Tyler Hafford
Bangor, ME
James Bradley
Portland, ME
Jessica Dolmage
Portland, ME

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started