Kevin Michael Mann
CFP®Professional Summary
Kevin Michael Mann, CFP® is a registered financial advisor currently at MANN FINANCIAL GROUP located in Detroit Lakes, Minnesota. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kevin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Credentials
Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Current Firm
MANN FINANCIAL GROUP | MANN FINANCIAL SERVICES, INC.
Contact Information
Main Address
1255 Hwy 10 W, Detroit Lakes, MN 56501Phone Number
(218) 844-9109# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,105AUM (Assets Under Management)
$395,519,929Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
MANN FINANCIAL GROUP | MANN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
(5/17/2019)
(7/19/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1989About the Series 6 examSimilar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Mann's CRS (Customer Relationship Summary).
Similar Advisors
J.W. COLE FINANCIAL, INC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
UBS SECURITIES LLC
MORGAN STANLEY & CO. LLC