A complete list of active advisors currently associated with Mann Financial Consulting Services
Warmer can help you find a great advisor at Mann Financial Consulting Services or one who fits your needs even better.
The firm provides advisory services to individuals, charitable organizations, and business entities, delivering ongoing portfolio management, written financial planning, tax preparation, and periodic educational seminars and workshops for clients and the general public. It advises across a range of instruments including mutual funds, ETFs (including precious‑metal and sector ETFs), equities, bonds, REITs, annuities, commodities, and inflation‑linked securities. The adviser documents client objectives and risk tolerance in an Investment Policy Statement and reviews accounts at least annually, using a mix of charting, fundamental, quantitative, technical analysis and modern portfolio theory while employing both long‑ and short‑term trading strategies. Portfolio management is conducted primarily on a non‑discretionary basis; the firm does not exercise trading authority and implements transactions only with client authorization. Noteworthy characteristics include that virtually all assets are non‑discretionary (the firm reports no discretionary AUM) and the firm routinely offers paid educational workshops and financial‑literacy services, features that are uncommon among similar single‑advisor independents. The firm also provides tax‑preparation services, requires use of a designated custodian for execution and custody, and discloses prior regulatory actions including a FINRA consent and a state securities consent order related to recordkeeping and disclosure matters.
To learn more about the advisors currently working at Mann Financial Consulting Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chattanooga, TN
| 7
|
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