David Mandel is a registered investment advisor at Francis LLC, based in Lake Elmo, MN, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 93 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8530 Eagle Point Blvd, Suite 100, Lake Elmo, MN, 55042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Chairman of the St Croix Bike and Pedestrian Trail Coalition, an Area Vice President with Arthur J Gallagher & Co, and a Citizen Member for the Town of Somerset. He also serves as a Business Member Partner at Large for the Health and Human Resources Association of Minnesota.
Employment History
Current Registrations
Francis LLC
Previous Registrations
Kestra Investment Services, LLCBroker
G & W Equity Sales, INC.Broker
State Registrations1 state
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