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Brendan M
Series 66
Sanbornton, NH
Ameriprise
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.
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