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Schuyler Oda Mann

Retirement Wellness Group

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About Schuyler Oda Mann

Schuyler Oda Mann is a Registered Investment Advisor (IA) registered with the state of California. Schuyler is currently affiliated with Retirement Wellness Group in Pasadena, CA. Prior to joining Retirement Wellness Group, Schuyler was affiliated with M HOLDINGS SECURITIES, INC. in Torrance, CA. Schuyler has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Schuyler has specializations in Pension and profit-sharing plans, Employee benefit plans, and Other.

Firm Information

Schuyler Mann is currently registered with Retirement Wellness Group. Retirement Wellness Group is a registered investment advisor located in Pasadena, California. The firm provides pension consulting, educational seminars, and portfolio management for individuals. Their advisory services focus on pension and profit-sharing plans and state or municipal government entities. Retirement Wellness Group manages over $486 million in assets for 81 clients.
Retirement Wellness Group

123 SOUTH MARENGO AVE.

PASADENA, CA 91101

$486.29M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Schuyler Mann’s Registration & Firm History

CA

07/12/2018 - Present

Retirement Wellness Group (PASADENA CA)

CA

10/11/2012 - 05/31/2018

M HOLDINGS SECURITIES, INC. (TORRANCE CA)

CA

06/26/2012 - 10/16/2012

SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)

CA

02/02/2011 - 06/25/2012

M HOLDINGS SECURITIES, INC. (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 03/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Schuyler Oda Mann.
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