Brian
Mann

Mann Financial Group

CRD#5184687
Investment Advisor
in Detroit Lakes, MN

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About this Advisor

Brian Mann is a financial advisor based in Detroit Lakes, Minnesota, working with Mann Financial Group. Brian has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Mann Financial Group, and Cantella & Co., Inc. Brian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Brian is part of Mann Financial Group, which operates out of Detroit Lakes, Minnesota. The firm has 4 employees and manages assets totaling $283.8 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Mann Financial Group includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

613 Hwy 10 E
Detroit Lakes, MN 56501

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Mann Financial Group Brokerage Details

Total Assets Under Management

$283,784,000

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

1,072

MN Average: 8,262
Average Account Size

$264,724

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Mann Work History

2012 - Present (12 years)

Mann Financial Group

2019 - 2022 (3 years)

Cantella & Co., Inc

2012 - 2019 (7 years)

Raymond James Financal Services, Inc

2012 - 2019 (7 years)

Raymond James Financial Services Advisors Inc

Disclosures

Please visit the SEC profile of Brian Mann 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 Mann Financial Group

Brian Mann
Detroit Lakes, MN
Kevin Mann
Detroit Lakes, MN

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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