Kevin has been in financial services for over 25 years, first with Wells Fargo Advisors before transitioning to a relationship with Raymond James in 2000, where the firm stayed for 22 years. Now operating as a fee-only Registered Investment Advisor (RIA), the firm custodies most client assets with Charles Schwab. Kevin and his partner (and nephew) Brian work with all clients on a joint basis, as we believe a team approach to financial planning provides the most complete client experience.
Kevin lives on Little Sugarbush Lake near Richwood and has three children and two granddaughters. His oldest McKenzie lives in West Fargo as a full-time mom. Olivia is a physical therapist in Detroit Lakes, and youngest son Nolan has joined the Mann Financial team. Kevin spends his free time golfing, hunting, playing pickleball, and as many clients know, maple syruping in the woods near his home.
Kevin Mann
Financial advisorInvestment planningRetirement expert
Experience That Drives Confident Decisions
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Comprehensive Financial Advisory Services
Our financial advisory services are designed to help you make informed decisions about your money from retirement and tax strategies to estate and education planning so you can build lasting financial confidence.
Retirement Planning
Retirement planning helps you prepare financially for life after work. It ensures you have enough income to maintain your lifestyle and meet future needs.
Tax Planning
Tax planning focuses on reducing your tax liability through smart financial strategies. It helps you keep more of your income while staying compliant with tax laws.
Estate Planning
Estate planning organizes how your assets will be managed and distributed after your death. It ensures your wishes are honored and loved ones are protected.
Education Planning
Education planning helps you save and invest for future educational expenses. It ensures funds are available when needed for college or other learning goals.
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