Kevin M. Mann

MANN FINANCIAL GROUP

DETROIT LAKES, MN 56501

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CRD#: 2005805

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

KEVIN MANN investment-related 613 Hwy 10 E, Detroit Lakes, MN 56501 insurance sales Licensed Insurance Agent start date 5/17/2019 about 2 hours per month all hour during trading sell/service various lines of non-securities insurance products and fixed annuities through various carriers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Mann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 17, 2019 - Present

MANN FINANCIAL GROUP

Office #1: 613 Hwy 10 E, Detroit Lakes, MN 56501

RIA

CRD#: 297878

DETROIT LAKES, MN

Past

May 17, 2019 - November 17, 2022

CANTELLA & CO., INC.

CRD#: 13905

Detroit Lakes, MN

Past

December 23, 2013 - May 30, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DETROIT LAKES, MN

Past

January 28, 2000 - May 30, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DETROIT LAKES, MN

Past

January 20, 1997 - February 4, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

December 3, 1991 - July 6, 1993

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

February 21, 1990 - February 22, 1991

JM DISSOLUTION, INC.

CRD#: 6980

ST. PAUL, MN

Past

December 8, 1989 - February 27, 1990

B.C. CHRISTOPHER SECURITIES CO.

CRD#: 60

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANN FINANCIAL GROUP

MANN FINANCIAL GROUP | MANN FINANCIAL SERVICES, INC.

CRD#: 297878 / SEC#: 801-114944

RIA

Registered Investment Advisory firm - (4/5/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(5/17/2019)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 11/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/7/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 7/1/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2000

General Securities Principal Examination

Current Firm

MANN FINANCIAL GROUP

MANN FINANCIAL GROUP | MANN FINANCIAL SERVICES, INC.

CRD#: 297878 / SEC#: 801-114944

RIA

Registered Investment Advisory firm - (4/5/2019 Approved)

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Contact information

Main Address

613 Hwy 10 E, Detroit Lakes, MN 56501

Mailing Address

Phone number

(218) 844-9109

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2023 03 06 MANN FINANCIAL GROUP FORM ADV PART 2A (1/29/2025)

2023 03 06 MANN FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	484
AUM (Assets Under Management)	$ 335,216,246

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Kevin M. Mann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Mann's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTELLA & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CETERA WEALTH SERVICES, LLC

JM DISSOLUTION, INC.

B.C. CHRISTOPHER SECURITIES CO.

Primary Firm SEC Registration

MANN FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/1999

Series 63

Date: 1/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/17/1997

Series 6

Date: 12/7/1989

Series 51

Date: 7/1/2003

Series 24

Date: 5/1/2000

Current Firm

MANN FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANN FINANCIAL GROUP

TRUST BUT VERIFY

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