David MandelCRD Number: 4980051
Current Firm: Francis Investment Counsel LLC
David Mandel (CRD# 4980051) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Lake Elmo, MN and has over 14 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Calhoun Financial Planning And Management
|Francis Investment Counsel||Brookfield, WI||Jan 2019 - Current||1|
|Nfp Securities, Inc.||St. Paul, MN||Mar 2013 - Jan 2019||5|
|G & W Equity Sales, Inc.||Indianapolis, IN||Jul 2005 - Mar 2013||7|
|Mandel & Associates||St. Paul, MN||May 2005 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management170MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$85,171,317
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
IL, MN, WI
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