BM
CFP
BM
CFP

Brian Mann

19 Years of Experience
Detroit Lakes, MN
Sells Insurance

Brian Mann is a CFP-designated registered investment advisor at Mann Financial Group, based in Detroit Lakes, MN, with 19 years of industry experience. Brian 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

Brian is a licensed insurance agent since 2019, selling various lines of 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
November 2013 - May 2019 · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
May 2012 - December 2012 · 7 mos
Raymond James Financial Services, INC.Broker
March 2012 - May 2019 · 7 yrs 2 mos
Ehlers Investment Partners, LLC
November 2008 - May 2012 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
State Registrations4 states
FLMNNDTX
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.