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Michael Manner

Advisor at Raymond James Financial

Updated today

Location

Wilmington, IL 60481

Credentials

Series 66

Industry experience

20 years

About

Michael Manner is a financial advisor with Raymond James Financial in Joliet, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James Financial since 2007. Outside of his advisory role, he is involved with Oak Knoll Financial Strategies, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, often supporting clients through tailored financial plans and a range of implementation options.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

205 South Water Street

Wilmington, IL 60481

Most active in

Illinois

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Servivces, Inc.

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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