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Our financial advice team


Brendan Mann, Private Wealth Advisor serving the Concord, NH area - Ameriprise Advisors

Brendan Mann

MS, CFP®, CRPC®, APMA®, ChFC®, MPASSM

Private Wealth Advisor

Managing Partner of
Lamb, Petersen & Mann Advisory Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance

Interests

For my wife Melissa and I, our daughter Alika is of course at the center of our lives. Besides spending time with friends and family, I enjoy travel, golf, cooking and enjoying our beautiful Lakes Region of New Hampshire.

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2017, 2020-2021
  • Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • ChFC® Chartered Financial Consultant®
  • MPAS℠ Master Planner Advanced Studies℠

Education

  • Southern New Hampshire University, AS Business Admistration, 2013
  • Southern New Hampshire University, BS Economics and Finance, 2016
  • Southern New Hampshire University, MS Economics and Finance, 2017

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