UBS Financial Services
45yrs
Top advisor by experience in Fargo
23yrs
David Mann is a fiduciary financial advisor in Fargo, North Dakota, with 23 years in the industry. David joined Osaic Wealth in 2024, after nine years at Securities America Advisors and six years at Oakwood Capital. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 289 advisors with offices in Fargo, and one of 273 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 72% of advisors in North Dakota
OfficeFargo, ND
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2015 – 2024Securities America Advisors, Inc.Previously
- 2010 – 2015Oakwood Capital, Inc.Previously
- 2006 – 2010Thrivent Investment Management Inc.Previously
Contact David
Fargo, NDOffice · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 David
How do I contact David?
Call Osaic Wealth at (800) 821-5100 and ask for David Mann. David works from the Fargo, ND office.
How long has David been a financial advisor?
David has been in the industry since 2004, about 23 years. More experience than 72% of advisors in North Dakota.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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