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FM

Frenise L. Mann

MANN FINANCIAL CONSULTING SERVICES
CHATTANOOGA, TN
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CRD#: 6972542
FM
Frenise Ladawn MannMANN FINANCIAL CONSULTING SERVICES

Professional summary


Frenise Ladawn Mann, who also goes by Frenise Mann, Frenise Ladawn Mcclendon, is a registered financial advisor currently at MANN FINANCIAL CONSULTING SERVICES located in Chattanooga, Tennessee.

Frenise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Frenise has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Frenise Mann | Frenise Ladawn Mcclendon

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frenise Ladawn Mann's 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®
None

Experience


Current

May 11, 2022 - Present

MANN FINANCIAL CONSULTING SERVICES

RIA
CRD#: 319566
CHATTANOOGA, TN
Past

October 25, 2021 - December 2, 2021

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

October 22, 2021 - December 16, 2021

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO
Past

February 5, 2019 - October 19, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
CHATTANOOGA, TN
Past

January 17, 2019 - October 19, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
CHATTANOOGA, TN

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
Georgia
(5/11/2022)
IAR
Louisiana
(12/5/2022)
IAR
North Carolina
(8/23/2023)
IAR
Tennessee
(5/27/2022)
IAR
Texas
(9/25/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/1/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/17/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MF
MANN FINANCIAL CONSULTING SERVICES
MANN FINANCIAL CONSULTING SERVICES | SOE, INC.

CRD#: 319566 / SEC#:

Georgia
Registered Investment Advisory firm - (5/11/2022 Approved)
Louisiana
Registered Investment Advisory firm - (12/5/2022 Approved)
North Carolina
Registered Investment Advisory firm - (8/22/2023 Approved)
Tennessee
Registered Investment Advisory firm - (5/27/2022 Approved)
Texas
Registered Investment Advisory firm - (9/25/2024 Conditional Restricted)
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Contact information


Main Address
Chattanooga, TN
Mailing Address
Phone number
(423) 504-5530
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts132
AUM (Assets Under Management)$ 1,138,608

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.

Company Information


MANN FINANCIAL CONSULTING SERVICES

CRD#: 319566Chattanooga, TN

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