Todd Justin Mann
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd Mann
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
T. MANN FINANCIAL | TODD MANN FINANCIAL SERVICES, INC | TODD MANN FINANCIAL SERVICES INC
Contact Information
Main Address
Springfield, ORPhone Number
(541) 583-0093# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
156AUM (Assets Under Management)
$27,984,662Similar Advisors
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Justin Mann's CRS (Customer Relationship Summary).
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