Kevin MannCRD Number: 2005805
Current Firm: Raymond James Financial Services Advisors, Inc.
Kevin Mann (CRD# 2005805) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Detroit Lakes, MN and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
Dougherty & Company LLC
|Detroit Lakes Partners I, LLC||Moorhead, MN||Nov 2010 - Current||6|
|Raymond James Financial Services Advisors, Inc.||Detroit Lakes, MN||Jan 2009 - Current||8|
|Mann Financial Group||Detroit Lakes, MN||Feb 2000 - Current||17|
|Raymond James Financial Services||Detroit Lakes, MN||Jan 2000 - Current||17|
|Mon LLC||West Fargo, ND||Nov 2010 - Jan 2011||< 1|
|Mann Financial Services, Inc.||Detroit Lakes, MN||Feb 2000 - Jul 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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