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Branden Charles Mann

Advisor at LPL Financial — Hillsboro, TX

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Hillsboro, TX 76645

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Branden Mann is a financial advisor with LPL Financial in Hillsboro, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2017, following roles at Investment Centers of America and First Command. Outside of his advisory role, Mann is a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Hillsboro, TX

1300 Corsicana Hwy

Hillsboro TX 76645

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

15 years of industry experience

LPL Financial

2017 - Present • 9 years

Hillsboro, TX

Investment Centers of America, Inc.

2017 - 2017 • 1 year

Hillsboro, TX

First Command

2013 - 2016 • 3 years

Killeen, TX

First Command Brokerage Services, inc.

2011 - 2015 • 4 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roy B

Series 66

Aquilla, TX

Principal Financial Services

Roy Butler II is a financial advisor at Principal Financial Services holding a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. His prior experience includes roles at Baylor University, Black Bear Roofing & Renovations LLC, Avenue D LLC, the Anna Cheri Foundation, and the University of Texas Medical Branch. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner

Noah D

Series 66

Hillsboro, TX

Edward Jones

Noah Dansby is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Stuart R

Series 63, Series 65

Whitney, TX

Mass Mutual Investors Services

Stuart Romal is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with MML Investors Services, Inc. since 1990 and MassMutual since 1989. Outside of his advisory role, he is the owner of Grandpa Roscoe's Greenhouse LLC, a nursery and greenhouse business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Craig M

ChFC®, Series 63, Series 66

Whitney, TX

Edward Jones

Craig Montgomery is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Montgomery has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Founder/Business Owner
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Eric C

CFP®, Series 66

Hillsboro, TX

Edward Jones

Eric Cromwell is a CFP® professional with 20 years of industry experience, all of which has been with Edward Jones since 2006. He holds a Series 66 license and is based in Hillsboro, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Misti C

Series 63, Series 66

Whitney, TX

Edward Jones

Misti Callaway is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Callaway has spent her entire career with Edward Jones, beginning in 2004 and continuing through the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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