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Chad C
Series 65
Evans, GA
Mann Advisory Services, LLC
Chad Cook is a financial advisor at Mann Advisory Services, LLC with six years of industry experience and a Series 65 credential. He has been self-employed since 2008. Mann Advisory Services provides financial planning and ongoing asset management primarily for individual clients, as well as services for pension plans, trusts, and small businesses. The firm manages approximately $3 million in assets with a tailored approach focusing on mutual funds, ETFs, exchange-listed securities, and fixed income, and also offers tax preparation and insurance sales through its principal.
Keenan M
Series 65
Evans, GA
Mann Advisory Services, LLC
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.
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