Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mann is a financial advisor with over 20 years of experience in the financial services industry. Kevin Mann has been registered with Compound Planning since March 2024. Kevin Mann is a Certified Financial Planner and has passed the Series 6, Series 7, Series 63, and Series 66 exams. Kevin Mann previously worked at GWFS Equities, Inc., Charles Schwab & Co., Inc., A. G. Edwards & Sons, Inc. and NYLIFE Securities Inc.. Kevin Mann is a specialist in Retirement Planning, College Savings, Estate Planning, Insurance, and Investment Management.
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.
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.
Selection of other advisers
1
2
NY
03/01/2024 - Present
Compound Planning (NEW YORK NY)
CO
01/03/2015 - 03/15/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/14/2006 - 03/18/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MO
09/03/2003 - 02/03/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/11/2001 - 06/12/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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