user avatar

Brendan Michael Mann

Advisor at Ameriprise — Sanbornton, NH

Updated today

Credentials

Series 66

Experience

25 years

Location

Sanbornton, NH

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Brendan Mann is a financial advisor with Ameriprise in Sanbornton, NH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mann serves as President and CEO of Lakes Region Development, Inc., a company supporting the management and operations of his Ameriprise practice, and he is involved in tax planning and preparation through Velocity Tax Planning. He also volunteers with United Charitable, participating on a committee that reviews nonprofit grant eligibility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team utilizing research and modeling to generate recommendations that integrate with a client’s broader financial plan.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Sanbornton, NH

Sanbornton NH

Advisors at this office

1

Most active in

New Hampshire · Texas

Work history

25 years of industry experience

Ameriprise

2020 - Present • 6 years

Concord, NH

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Concord, NH

Disclosures

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

Business activities & affiliations

user avatar

Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher D

Series 65

Gilford, NH

C2C Wealth Management, LLC

Christopher Della Valle is the sole advisor at C2C Wealth Management, LLC in Gilford, NH. He holds a Series 65 designation and has over seven years of experience in advisory roles, including nine years with DV Consulting Group LLC and a year at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs portfolios using ETFs, individual stocks and bonds, and independent managers when appropriate, emphasizing fundamental analysis and a long-term investment orientation.

Wealth management Passive / index investing College savings (529s, UTMA, etc.)
user avatar

Markus C

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Wealth management General retirement planning
user avatar

Greg R

Series 63, Series 65

Gilford, NH

Hampshire Family Office

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Options & derivatives strategies Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")