James Mahnke (CRD# 2481652) is an Investment Advisor Representative working at Gamma Investment Management LLC in Lake Elmo, MN and has over 27 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6559296
Ubs Financial Services Inc.
CRD# 1246048
Thrivent Advisor Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gamma Investment Management LLC | Lake Elmo, MN | Aug 2018 - Current | 5 |
| Security Bank & Trust | Glencoe, MN | Feb 2012 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MN
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$411,939
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MN
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