LPL Financial
43yrs
Top advisor by experience in Winter Haven
1yr
Dan Mann
Full name on record: Dan Wright Mann Jr
Financial advisor at State Farm Investment Management
Based in Winter Haven, Florida, Dan Mann is a fiduciary financial advisor with 1 year of industry experience. Dan joined State Farm Investment Management in 2025, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 82 advisors with offices in Winter Haven, and one of 78 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office6380 Cypress Gardens Blvd, Winter Haven, FL 33884
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowState Farm Investment Management Corp.Current firm
Questions to ask Dan
Tailored to Dan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dan
How do I contact Dan?
Call State Farm Investment Management at 800-447-0740 and ask for Dan Mann. Dan works from the Winter Haven, FL office.
How long has Dan been a financial advisor?
Dan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dan hold?
Series 65. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dan paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Dan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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