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MANN FINANCIAL GROUP

DETROIT LAKES, MN · CRD 297878 · IAPD ↗ · mannfinancialmn.com · (218) 844-9109

$395.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
More than 500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — MANN FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2024 — MANN FINANCIAL GROUP reported RAUM up 26% ($225.4M -> $283.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.