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Michael Lawrence Mann

Advisor at Ausdal Financial Partners, Inc. — Chesterfield, MI

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

13 years

Location

Chesterfield, MI

Ausdal Financial Partners, Inc. logo

Ausdal Financial Partners, Inc.

Multi-team

Total advisors

184

Across 95 offices

Clients per advisor

89 High

Avg AUM per client

$220,873 Very Low

HNW client ratio

24% Typical

About

Michael Mann is a CFP® with 13 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. He has previously worked at Miami Life, Inc., Emerson Equity LLC, Ascendant Alternative Strategies, LLC, and Axiom Capital Management, Inc. Outside of his advisory role, Mann is involved in insurance sales and financial planning through his ownership of FirstGen Planning LLC, and he refers clients for tax and charitable planning services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, brokerage transactions, and licensed insurance products.

Client services

Based on Ausdal Financial Partners, Inc.

Financial planning Portfolio management Selection of other advisers Advice on uma platforms

Expertise

Based on Ausdal Financial Partners, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Ausdal Financial Partners, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.

Percentage

$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service

Commissions

Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.

Project-based

Financial Planning fees may include hourly rates negotiated on a case-by-case basis.

Other

Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.

Location

See office

Chesterfield, MI

Chesterfield MI

Advisors at this office

1

Most active in

Colorado · Michigan · Nebraska · New York · North Carolina · Texas

Work history

13 years of industry experience

Miami Life, Inc.

2020 - Present • 6 years

Pittsburgh, PA

Ausdal Financial Partners, INC

2020 - Present • 6 years

Davenport, IA

Emerson Equity LLC

2019 - 2020 • 1 year

San Mateo, CA

Ascendant Alternative Strategies, LLC

2017 - 2019 • 2 years

Austin, TX

Axiom Capital Management, Inc.

2014 - 2017 • 3 years

New York, NY

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

Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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Brandon M

Series 65

Shelby Township, MI

FUTR Wealth Management LLC

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David M

Series 65, Series 66

Washington, MI

Ruby Financial

David Matt is the president of Ruby Financial and holds Series 65 and Series 66 licenses. He has 15 years of industry experience and has been with Ruby Financial since 2006. In addition to investment advisory services, he maintains life, health, and accident insurance licenses to provide insurance products to clients as needed. Ruby Financial offers investment advisory and financial planning services on a non-discretionary basis, serving a range of clients including individuals, high-net-worth clients, businesses, trusts, and charitable institutions. The firm integrates fundamental, technical, and cyclical analysis in its recommendations and also provides insurance products, solicitor services, and third-party money manager recommendations.

Wealth management General estate planning guidance
user avatar

Kenneth S

Series 63, Series 65

Richmond, MI

Simmons Financial Services, Inc.

Kenneth Simmons is the owner and president of Simmons Financial Services, Inc. in Richmond, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been practicing law since 1994, operating an estate planning practice under the d/b/a Heritage Estate Planning. Simmons’s background includes over two decades at Horwitz & Associates, Inc., and he continues to provide estate planning services alongside his financial advisory work. Simmons Financial Services, Inc. offers discretionary investment supervisory services to individual investors, trusts, and estates, managing approximately $1.3 million in discretionary assets. The firm uses a combination of charting, fundamental, and technical analysis to implement portfolios primarily composed of publicly traded equities, bonds, and ETFs, while coordinating estate planning and insurance services through its attorney-led practice.

Attorney
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Alan D

Series 65

Shelby Township, MI

Dishow Wealth Management LLC

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning
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