Financial Management Network Inc.

Financial Management Network Inc. (CRD# 110454) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $986,526,026 in 3,838 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    987
    MILLION
  • Total Number of Accounts
    3,838
    ACCOUNTS
  • Average Account Value
    $257,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, LA, NC, NM, NV, OR, TN, TX, UT, VA, WA

Financial Advisors at Financial Management Network Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Gregory R. Aitkens
CRD#: 1282252
Mission Viejo, CA 92691

Gregory Aitkens (CRD# 1282252) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry. Gregory Aitkens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa L. Banning
CRD#: 3192570
26041 Acero, Mission Viejo, CA 92691

Lisa Banning (CRD# 3192570) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 21 years of experience in the finance industry.

3
Joseph A. Cavallo
CRD#: 5321819
26041 Acero, Mission Viejo, CA 92691

Joseph Cavallo (CRD# 5321819) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 11 years of experience in the finance industry.

4
Matthew S. Conner
CRD#: 2737273
26041 Acero, Mission Viejo, CA 92691

Matthew Conner (CRD# 2737273) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry. Matthew Conner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kevin L. Darger
CRD#: 2660153
26041 Acero, Mission Viejo, CA 92691

Kevin Darger (CRD# 2660153) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry.

6
Mark F. Donahue
CRD#: 1737053
26041 Acero, Mission Viejo, CA 92691

Mark Donahue (CRD# 1737053) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 26 years of experience in the finance industry. Mark Donahue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Curtis S. Farrell
CRD#: 1282232
26041 Acero, Mission Viejo, CA 92691

Curtis Farrell (CRD# 1282232) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 27 years of experience in the finance industry. Curtis Farrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Steve J. Friedman
CRD#: 2420268
26041 Acero, Mission Viejo, CA 92691

Steve Friedman (CRD# 2420268) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 26 years of experience in the finance industry.

9
Jeffrey M. Holt
CRD#: 1334807
26041 Acero, Mission Viejo, CA 92691

Jeffrey Holt (CRD# 1334807) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 35 years of experience in the finance industry.

10
Ryan M. Maroney, CFP®
CRD#: 4919630
Mission Viejo, CA 92691

Ryan Maroney, CFP® 

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