Daniel Mann
Daniel Mann is a registered investment advisor at Independent Financial Group, LLC, based in Las Vegas, NV, with 15 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
3755 Breakthrough Way, #305, Las Vegas, NV, 89135
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2025Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Daniel is an insurance agent, dedicating a few hours per week to this activity. He also uses Cornerstone Wealth Management as a DBA for marketing purposes, spending nearly full-time on this, and owns Cornerstone Building I LLC, Cornerstone Tax Advisory, and Sommerset Group Inc.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Kalos Capital, INC.Broker
Kalos Management
Global Financial Private Capital, LLC
Horter Investment Management, LLC
Cornerstone Advisory Group, INC.
Daniel H. Mann
Planmember Securities CorporationBroker
State Registrations17 states
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.