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Keenan Darrell Mann

Advisor at Mann Advisory Services, LLC — Evans, GA Scarlett Ct

Updated today

Credentials

Series 65

Experience

10 years

Location

Evans, GA 30809

Mann Advisory Services, LLC logo

Mann Advisory Services, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

6 Very Low

Avg AUM per client

$250,000 Very Low

HNW client ratio

0% Very Low

About

Keenan Mann is the principal of Mann Advisory Services, LLC in Evans, GA, holding a Series 65 designation with nine years of industry experience. He has operated Mann Advisory Services since 2016 and has been involved with the Augusta Metro Youth Foundation since 2014. Outside of his advisory role, Mann works as an independent insurance agent and provides tax preparation services. Mann Advisory Services offers financial planning and asset management primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm manages accounts on a tailored basis with an investment approach focused on mutual funds, ETFs, exchange-listed securities, and fixed income, generally avoiding market timing while allowing clients to impose reasonable investment restrictions.

Client services

Based on Mann Advisory Services, LLC

Financial planning Portfolio management

Expertise

Based on Mann Advisory Services, LLC

General retirement planning General tax planning Life insurance needs analysis

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Fee options

Fixed

Financial planning fixed fees from $250 to generally $5,000, negotiated per client.

Percentage

$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001+: 1.50% annually

Other

Minimum fee: Financial planning fixed fee ranges from $250 minimum to generally no more than $5,000, with possible exceptions exceeding $5,000. Fee-only: Financial planning fixed fees and asset management fees; no commissions for advisory services.

Location

See office

Evans, GA Scarlett Ct

306 Scarlett Ct

Evans GA 30809

Advisors at this office

1

Most active in

Georgia

Work history

10 years of industry experience

Mann Advisory Services

2016 - Present • 10 years

Appling, GA

Augusta Metro Youth Foundation

2014 - Present • 12 years

Augusta, GA

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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Michael C

ChFC®, Series 65

Augusta, GA

CAVE, INC.

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Active portfolio management
user avatar

Sylvester L

Series 63, Series 65

Augusta, GA

Larkins & Associates Financial Services, LLC

Sylvester Larkins is the principal of Larkins & Associates Financial Services, LLC in Augusta, GA, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera from 2014 to 2018. Outside his advisory work, he serves as treasurer of First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive services including retirement and estate planning, tax preparation, and an ongoing advisory program, delivering advice on a primarily non-discretionary, consultative basis.

General retirement planning General tax planning Founder/Business Owner
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Victor O

Series 65

Evans, GA

Prometheus Wealth Management, LLC

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Wealth management Passive / index investing Annuities Real estate investing
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Ethan A

Series 63, Series 65

Augusta, GA

Andrews Investment Management

Ethan Andrews is the sole advisor at Andrews Investment Management in Augusta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked concurrently at Andrews Investment Management and Wackenhut Services Inc. since 2006. Outside of his advisory work, Andrews and his wife own and operate a local laundromat business. Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing about $15 million across approximately 50 accounts. The firm emphasizes fundamental analysis and implements portfolios mainly through exchange-traded funds, while also utilizing a range of securities including mutual funds, OTC and foreign securities, corporate debt, certificates of deposit, U.S. government securities, and options.

Passive / index investing Active portfolio management Options & derivatives strategies
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Barry W

Series 63, Series 65

Martinez, GA

InvestmentPost Advisory

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Options & derivatives strategies Active portfolio management
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Eulon P

Series 65

Martinez, GA

Purvis Investments, Inc.

Eulon Purvis Jr. is the sole advisor at Purvis Investments, Inc., an independent firm based in Martinez, GA. Holding a Series 65 designation, he has 30 years of industry experience, including over three decades founding and managing his own firm since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, emphasizing discretionary portfolio management and a proprietary market timing system. The firm applies technical analysis and short-term trading tactics when appropriate, focusing on mutual funds and maintaining direct oversight through a small number of accounts.

Passive / index investing
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