Ameriprise Financial Services
46yrs
Top advisor by experience in Henderson
20yrs
Daniel Mann has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Henderson, Nevada. After six years at Kalos Management and a year at Global Financial Private Capital, Daniel joined Independent Financial Group in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Independent Financial Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 319 advisors with offices in Henderson, and one of 307 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in Henderson
Office1368 Paseo Verde Parkway Suite. 100, Henderson, NV 89012
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$474,424
Advisors at the firm480
States licensed ?2 states
Services through Independent Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2021 – nowIndependent Financial Group, LLCCurrent firm
- 2015 – 2021Kalos ManagementPreviously
- Apr 2014 – Sep 2015Global Financial Private Capital, Inc.Previously
- Feb 2013 – Apr 2014Horter Investment Management, LLCPreviously
- Jul 2012 – Jan 2013Cornerstone Advisory Group, Inc.Previously
- Sep 2006 – Aug 2007Daniel H. MannPreviously
Contact Daniel
(858) 436-3180Firm headquarters in San Diego, CA. Ask for Daniel. 1368 Paseo Verde Parkway Suite. 100Henderson, NV 89012Office · Get directions LinkedIn pageIndependent Financial Group
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Daniel
How do I contact Daniel?
Call Independent Financial Group at (858) 436-3180 and ask for Daniel Mann. Daniel works from the Henderson, NV office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 63% of advisors in Henderson.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Independent Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Daniel 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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