Paul Kevin Mannion
Investment adviser representative at Platform Wealth Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$509MFirm assets
Are you Paul Kevin Mannion? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Platform Wealth AdvisorsApr 2024 to now
- Walpole Financial Advisors, LLCDec 2013 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Platform Wealth Advisors
Legal name: Platform Wealth Management, LLC
$509MAssets managed
270Clients
11Advisers
2 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
- 4764558
- Firm CRD
- 329313