Brandon Mann, financial advisor Lincoln NE
93 score

Brandon Mann

CRD Number: 4488207
Current Firm: Smith Hayes Advisers Inc.

Brandon Mann (CRD# 4488207) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Omaha, NE Jul 2016 - Current < 1
Smith Hayes Financial Services Corp. Omaha, NE Jan 2012 - Current 4
Smith Hayes Advisers, Inc. Lincoln, NE Apr 2010 - Current 6
Smith Hayes Financial Services Corp. Lincoln, NE Apr 2010 - Dec 2011 1
Securities America Inc. La Vista, NE Jul 2009 - Apr 2010 < 1
Sorrento Pacific Financial, LLC San Diego, CA Jan 2007 - Jul 2009 2
Wahoo State Bank Wahoo, NE Jan 2007 - Jul 2009 2
Securities America, Inc. Beatrice, NE Jun 2006 - Dec 2006 < 1
Securities America Advisors, Inc. Lincoln, NE Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Brandon M. Mann
Phone Number: 402-476-3000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,146
    MILLIONS
  • Total Number of Accounts
    2,174
    ACCOUNTS
  • Average Account Value
    $986,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI

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

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