Brian Mann
Advisor at Mann Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mann Financial Group
Location
Detroit Lakes, MN 56501
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
19 years
About
Brian Mann is a CFP® with 19 years of industry experience, currently serving as an advisor at Mann Financial Group in Detroit Lakes, MN. He previously worked at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. Mann is also a licensed insurance agent, selling and servicing various lines of non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, as well as retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.
Client services
Based on Mann Financial Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$0+: 0.25% $0+: up to 2.25%
Location
613 Hwy 10 E
Detroit Lakes, MN 56501
Most active in
Brian M has reported serving >5 clients in these states in the last 12 months.
Florida · Minnesota · North Dakota · Texas
Work history
Cantella & CO., Inc.
2019 - 2022 (3 years)
Raymond James Financial Services Advisors Inc.
2012 - 2019 (7 years)
Mann Financial Group
2012 - Present (14 years)
Raymond James Financial Services, Inc.
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kevin M
CFP®, Series 63, Series 65
Detroit Lakes, MN
Mann Financial Group
Matthew J
Series 63, Series 66
Detroit Lakes, MN
Future Bright
Jameson H
CFP®, Series 65
Detroit Lakes, MN
Destiny Capital Corporation
Randall S
Series 63, Series 65
Detroit Lakes, MN
Colliers Securities LLC
Aaron T
CFP®, Series 66
Detroit Lakes, MN
&PARTNERS
Phillip G
CFP®, Series 66
Detroit Lakes, MN
&PARTNERS
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