Michael Mantz, financial advisor San Diego CA
93 score

Michael Mantz

CRD Number: 3081887
Current Firm: Cooper Mcmanus

Michael Mantz (CRD# 3081887) is an Investment Advisor Representative working at Cooper Mcmanus in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cooper Financial Group Irvine, CA Jan 2014 - Current 2
Securities America Inc. Irvine, CA Dec 2013 - Current 3
Metlife Securities Inc. Denver, CO May 2011 - Dec 2013 2
Valic Financial Advisors Lakewood, CO May 2010 - May 2011 1
The O.n. Equity Sales Company Cincinnati, OH Mar 2010 - May 2010 < 1
Ohio National Financial Services Cincinnati, OH Oct 2009 - May 2010 < 1
Northwestern Mutual Investment Services, LLC Eagan, MN Nov 2007 - Dec 2009 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2007 - Dec 2009 2
Citigroup Minnetonka, MN Oct 2005 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Michael D. Mantz
Phone Number: 800-516-5333
Registered State(s):
  • CA
  • NM
By the Numbers
  • Total Assets Under Management
    403
    MILLIONS
  • Total Number of Accounts
    2,153
    ACCOUNTS
  • Average Account Value
    $187,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, OR, 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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