Todd Mann (CRD# 7038734) is an Investment Advisor Representative working at Brookwood Investment Group in Springfield, OR and has over 5 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Investment Group LLC | Phoenix, AZ | Jan 2023 - Current | 1 |
| Todd Mann Financial Services, Inc. | Springfield, OR | Mar 2022 - Current | 2 |
| T. Mann Financial Inc. D/b/a | Springfield, OR | Jan 2019 - Current | 5 |
| Belpointe Asset Management | Reno, NV | Mar 2020 - Mar 2023 | 3 |
| D.h Hill Securities, Lllp | Kingwood, TX | Mar 2020 - Dec 2021 | 1 |
| B.b. Graham & Company | Orange, CA | Apr 2019 - Mar 2020 | < 1 |
| Capital Financial Services, Inc. | Minot, ND | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | Springfield, OR | Mar 2018 - Nov 2018 | < 1 |
| Inje University | Gimhae-si, | Mar 2012 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- OR
-
Total Assets Under Management689MILLIONS
-
Total Number of Accounts2,250ACCOUNTS
-
Average Account Value$306,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.