Colby
Mank

Penobscot Financial Advisors

CRD#7604867
Investment Advisor
in Portland, ME

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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

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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
Jessica Dolmage
Portland, ME
James Bradley
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.

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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.

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