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Josh Mancell

706 2nd Ave South
Suite 450
Minneapolis, MN 55402

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Tangible Assets
  • Sudden Wealth

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.