Daniel Mann, financial advisor Henderson NV
93 score

Daniel Mann

CRD Number: 4592568
Current Firm: Kalos Management

Daniel Mann (CRD# 4592568) is an Investment Advisor Representative working at Kalos Management in Henderson, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA Mar 2016 - Current < 1
Kalos Management Alpharetta, GA Sep 2015 - Current 1
Cornerstone Retirement & Insurance Services Henderson, NV Jun 2009 - Current 7
Horter Investment Management, LLC Cincinnati, OH Feb 2013 - Apr 2014 1
Cornerstone Advisory Group, Inc. Henderson, NV Aug 2012 - Jan 2013 < 1
The Sommerset Group, Inc. Henderson, NV Jan 2003 - Jun 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Daniel H. Mann
Phone Number: 678-356-1100
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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