Mann Financial Group

Mann Financial Group

Kevin Mann founded Mann Financial Group in 2000 after 25 years in financial services, initially at Wells Fargo Advisors and then through a relationship with Raymond James. He is joined by Brian Mann, a CFP® with twenty years of experience advising municipalities and individuals, and Nolan Mann, who joined as an assistant planner in 2025 upon graduating from North Dakota State University. The firm converted to a Registered Investment Advisor in 2019, codifying its fiduciary obligation to place client interests ahead of commissions. The firm manages over $375 million in assets (per firm website, 2026), delivering its strategy through four service verticals: retirement planning, tax planning, estate planning, and fiduciary investment management. Mann Financial Group operates as a planning-first RIA, building client portfolios from individual securities and third-party funds rather than proprietary products. The firm serves families, businesses, and foundations across Minnesota and 22 other states, with a mix of in-person and virtual client relationships. Its disclosed AUM reflects a stable, advisory-centric book of business without institutional or alternative asset sleeves. The team operates from a single office in Detroit Lakes, Minnesota. Core professionals include Kevin Mann, Brian Mann, Karn Sailer in client relations and administration, and financial associate JoJo Winkels. In January 2026, the firm added Nolan Mann as an assistant planner, marking a formal step toward generational succession. The professional staff combines CFP® accreditation with a declared 40-plus years of combined experience. Client retention, while not independently quantified, is highlighted as a primary metric alongside assets under management and families served. Mann Financial Group’s structural differentiator is its deliberate conversion from a broker-dealer affiliate to a fee-only RIA — a shift that eliminated product-conflict incentives and aligned revenue entirely with advisory fees. The addition of a second-generation Mann in 2025 signals an intent to extend that fiduciary model across decades, an unusual explicit continuity in a market where many small RIAs are absorbed by aggregators.