Todd J. Mann

T. MANN FINANCIAL

Springfield, OR 97477

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CRD#: 7038734

Professional summary

Todd Justin Mann, who also goes by Todd Mann, is a registered financial advisor currently at T. MANN FINANCIAL located in Springfield, Oregon.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Todd has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Mann

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.

1. TODD MANN FINANCIAL SERVICES, INC, INVESTMENT RELATED, 2598 FENYA ST, SPRINGFIELD, OR 97477, PROPERTY & CASUALTY INSURANCE SERVICES, LICENSED INSURANCE PRODUCER, FINANCIAL PLANNING & WEALTH MANAGEMENT; MARCH 2022, APPROXIMATELY 6 HOURS PER MONTH, SOME TRADING HOURS. DEVELOPMENT & MANAGE BUSINESS FOCUSED ON PROVIDING PROPERTY & CASUALTY INSURANCE SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Justin 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

September 19, 2024 - Present

T. MANN FINANCIAL

Office #1: 2958 Fenya St, Springfield, OR 97477

RIA

CRD#: 332461

Springfield, OR

Past

February 6, 2023 - January 3, 2025

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

SPRINGFIELD, OR

Past

March 13, 2020 - March 29, 2023

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

Springfield, OR

Past

March 13, 2020 - December 13, 2021

D.H. HILL SECURITIES, LLLP

CRD#: 41528

Springfield, OR

Past

April 22, 2019 - April 2, 2020

B.B. GRAHAM & COMPANY, INC.

RIA

CRD#: 41533

Springfield, OR

Past

April 22, 2019 - April 2, 2020

B.B. GRAHAM & COMPANY, INC.

CRD#: 41533

Springfield, OR

Past

December 3, 2018 - April 22, 2019

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

SPRINGFIELD, OR

Past

November 16, 2018 - April 22, 2019

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

SPRINGFIELD, OR

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

Oregon
(9/19/2024)

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 66

Date: 11/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/16/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/5/2018

Securities Industry Essentials Examination

Current Firm

T. MANN FINANCIAL

T. MANN FINANCIAL | TODD MANN FINANCIAL SERVICES, INC | TODD MANN FINANCIAL SERVICES INC

CRD#: 332461 / SEC#:

Oregon

Registered Investment Advisory firm - (9/19/2024 Approved)

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Contact information

Main Address

Springfield, OR

Mailing Address

Phone number

(541) 583-0093

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 17,352,743

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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Todd J. Mann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Justin Mann's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. MANN FINANCIAL

BROOKWOOD INVESTMENT GROUP

BELPOINTE ASSET MANAGEMENT LLC

D.H. HILL SECURITIES, LLLP

B.B. GRAHAM & COMPANY, INC.

B.B. GRAHAM & COMPANY, INC.

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2018

Series 7TO

Date: 11/16/2018

SIE

Date: 10/5/2018

Current Firm

T. MANN FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

T. MANN FINANCIAL

TRUST BUT VERIFY

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