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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Mann is an investment advisor representative at Osaic Wealth, Inc., a company headquartered in Scottsdale, AZ. David has been in the securities industry since July 5, 2004. David has worked at several firms over the years, including Securities America, Inc., Gardner Financial Services, Inc. and Thrivent Investment Management Inc. David is currently registered with the state of North Dakota to offer investment advice. He is also registered with the state of California, Colorado, Indiana, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, South Dakota and West Virginia. David earned his Series 7 and Series 66 licenses and has a strong background in financial planning, portfolio management, and pension consulting. David is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ND
06/14/2024 - Present
Osaic Wealth, Inc. (FARGO ND)
ND
11/13/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FARGO ND)
ND
03/19/2010 - 11/13/2015
GARDNER FINANCIAL SERVICES, INC. (WAHPETON ND)
ND
07/06/2004 - 03/24/2010
THRIVENT INVESTMENT MANAGEMENT INC. (WAHPETON ND)
BOTH
Issued 03/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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