KM
CFP
KM
CFP

Kevin Mann

31 Years of Experience
Detroit Lakes, MN
Sells Insurance

Kevin Mann is a CFP-designated registered investment advisor at Mann Financial Group, based in Detroit Lakes, MN, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 597 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$395.5M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

613 Hwy 10 E, Detroit Lakes, MN, 56501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is a licensed insurance agent since 2019, selling various non-securities insurance products and fixed annuities. This activity requires minimal time.

Employment History
Current Registrations
Mann Financial Group
May 2019 - Present · 7 yrs
Previous Registrations
Cantella & CO., INC.Broker
May 2019 - November 2022 · 3 yrs 6 mos
Raymond James Financial Services Advisors, INC
December 2013 - May 2019 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2000 - May 2019 · 19 yrs 4 mos
Norwest Investment Services, INC.Broker
January 1997 - February 2000 · 3 yrs 1 mo
Financial Network Investment CorporationBroker
December 1991 - July 1993 · 1 yr 7 mos
Juran & Moody, INC.Broker
February 1990 - February 1991 · 1 yr
B.C. Christopher Securities CO.Broker
December 1989 - February 1990 · 2 mos
State Registrations2 states
MNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Mann - Financial Advisor | TrueAdvisor