Financial Management Network Inc.

Financial Management Network Inc. (CRD# 110454) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $688,206,948 in 1,089 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    688
    MILLION
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $631,962
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, FL, KS, LA, NC, NV, OR, TN, TX, WA

Financial Advisors at Financial Management Network Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Gregory R. Aitkens
CRD#: 1282252
26041 Acero, Mission Viejo, CA 92691
101
Wealthminder
score

Gregory Aitkens (CRD# 1282252) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 20 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
Ryan M. Maroney
CRD#: 4919630
26041 Acero, Mission Viejo, CA 92691
98
Wealthminder
score

Ryan Maroney (CRD# 4919630) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 13 years of experience in the finance industry.

3
Matthew S. Conner
CRD#: 2737273
26041 Acero, Mission Viejo, CA 92691
96
Wealthminder
score

Matthew Conner (CRD# 2737273) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 20 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.

4
Mark F. Donahue
CRD#: 1737053
24411 Ridge Route Dr, #220, Laguna Hills, CA 92653
96
Wealthminder
score

Mark Donahue (CRD# 1737053) is an Investment Advisor Representative working at Financial Management Network Inc. in Laguna Hills, CA and has over 22 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.

5
Curtis S. Farrell
CRD#: 1282232
24411 Ridge Route Dr, #220, Laguna Hills, CA 92653
96
Wealthminder
score

Curtis Farrell (CRD# 1282232) is an Investment Advisor Representative working at Financial Management Network Inc. in Laguna Hills, CA and has over 23 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.

6
Matthew S. Merwin
CRD#: 1142898
9916 Lone Tree Lane, Orlando, FL 32836
96
Wealthminder
score

Matthew Merwin (CRD# 1142898) is an Investment Advisor Representative working at Financial Management Network Inc. in Orlando, FL and has over 26 years of experience in the finance industry. Matthew Merwin 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
Robert Pagliarini
CRD#: 2818701
26041 Acero, Mission Viejo, CA 92691
96
Wealthminder
score

Robert Pagliarini (CRD# 2818701) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 20 years of experience in the finance industry. Robert Pagliarini 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
Richard J. Rang
CRD#: 2603510
24411 Ridge Route Drive, #220, Laguna Hills, CA 92653
96
Wealthminder
score

Richard Rang (CRD# 2603510) is an Investment Advisor Representative working at Financial Management Network Inc. in Laguna Hills, CA and has over 21 years of experience in the finance industry. Richard Rang 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.

9
Lisa L. Banning
CRD#: 3192570
26041 Acero, Mission Viejo, CA 92691
93
Wealthminder
score

Lisa Banning (CRD# 3192570) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 17 years of experience in the finance industry.

10
Joseph A. Cavallo
CRD#: 5321819
26041 Acero, Mission Viejo, CA 92691
93
Wealthminder
score

Joseph Cavallo (CRD# 5321819) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 7 years of experience in the finance industry.

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