Kevin Michael Mann
Investment adviser representative at Mann Financial Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$395.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Mann Financial GroupFeb 2000 to now
- Cantella & Co., Inc.May 2019 to Nov 2022
- Moorhead Partners I, LLCNov 2010 to Nov 2021
- Raymond James Financial Services Advisors, IncJan 2009 to May 2019
- Raymond James Financial ServicesJan 2000 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Mann Financial Group
Legal name: Mann Financial Services, Inc.
$395.5MAssets managed
597Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005805
- Firm CRD
- 297878