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Michael John Mann

Charles Schwab & CO., Inc.

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About Michael John Mann

Michael John Mann is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. Michael has extensive experience in the securities industry, including prior employment with Chatfield Dean & Co., Inc. Michael holds several industry licenses and designations, including the Series 7, Series 9, Series 10, and Series 63. Michael is a highly qualified and experienced financial advisor who is committed to providing his clients with the best possible advice and service.

Firm Information

Michael Mann is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michael Mann’s Registration & Firm History

CO

12/12/1995 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

09/22/1995 - 11/09/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 08/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/29/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael John Mann.
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