David Mandel, financial advisor Lake Elmo MN

David Mandel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for David R. Mandel
Phone Number: 262-781-8950
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $85,171,317
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

IL, MN, WI

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