Kevin Mann (CRD# 2005805) is an Investment Advisor Representative working at Mann Financial Group in Detroit Lakes, MN and has over 27 years of experience in the finance industry. Kevin Mann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2639006
Future Bright
CRD# 4722650
Raymond James Financial Services Advisors, Inc.
CRD# 2475927
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mann Financial Group | Detroit Lakes, MN | Feb 2000 - Current | 24 |
| Cantella & Company, Inc. | Malden, MA | May 2019 - Nov 2022 | 3 |
| Moorhead Partners I, LLC | Moorhead, MN | Nov 2010 - Nov 2021 | 11 |
| Raymond James Financial Services Advisors, Inc. | Detroit Lakes, MN | Jan 2009 - May 2019 | 10 |
| Raymond James Financial Services | Detroit Lakes, MN | Jan 2000 - May 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- MN
- TX
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Total Assets Under Management284MILLIONS
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Total Number of Accounts1,072ACCOUNTS
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Average Account Value$264,724
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, ND, TX
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