Derek J. Manning
Manning Financial Group, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Offering advice since: 1998
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Derek J. Manning:
Mr. Manning is a CERTIFIED FINANCIAL PLANNER practitioner with more than thirteen years experience in helping business owners and successful professionals effectively manage and coordinate their personal and business financial decisions. In 2008, he founded Manning Financial Group, Inc. and associated with NFP Securities, Inc. after working with Sagemark Consulting/Lincoln Financial Advisors where he was part of the firm's Private Wealth Services Group Program. Prior to Sagemark/LFA, Derek owned a private income tax and financial services firm located in Englewood, Colorado.
He provides integrated and personalized solutions to help his clients with developing effective estate, business owner succession, retirement, and investment plans that focus on maximizing income and preserving wealth. As a graduate of Metropolitan State College of Denver, he earned a Bachelor of Science degree in Aerospace Science with a professional pilot emphasis and completed advanced course work in accounting and finance. Derek currently sits as Treasurer on the Board of Directors for the Financial Planning Association's Colorado chapter.
Derek works with affluent and semi-affluent business owners and families providing independent advice in financial, retirement, investment, estate planning and wealth management.
Compensation and Fee Structures:
Fee Based Advisor
Licenses, Certifications & Affiliations:
- CERTIFIED FINANCIAL PLANNER, practitioner
- Enrolled Agent (EA), Licensed not practicing
- Member of the Financial Planning Association
FINRA Securities Licenses include:
- Series 6 (Investment Company Products/Variable Contracts Limited Representative)
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law Exam)
- Life/Health/LTC Insurance License
A graduate of Metropolitan State College of Denver, 1991, with a Bachelor of Science degree in Aerospace Science with a professional pilot emphasis and completed advanced course work in accounting and finance.
Will provide references upon request?
Further information about Manning Financial Group, Inc.:
(Size of firm: 0-9 advisors)
Our sole focus, our Mission Statement is to enable and assist our clients in reaching their unique personal and financial goals through detailed planning, disciplined investing, and effective action.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
We are an independent, financial firm offering comprehensive services and committed to helping people pursue their financial goals. We represent our clients in the financial product marketplace, acting as our client's advocate we make sure that the investment and insurance products we bring our clients are competitive, and most importantly, ensuring that they are professional coordinated with their financial plan. We offer a wide range of the highest quality information, services, and financial products to affluent and semi-affluent families and business owners.
Please email us if you have any questions about our firm or the range of financial services we provide. Our firm has a relationship with a variety of financial services companies, so if we do not have a product or service, we know someone that does.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of the many complex financial products and services available today. The personalized program that we can provide is a roadmap to working toward a more independent financial future.
We are looking forward to using our knowledge and experience to help you pursue your financial goals.
Contact Information for Derek J. Manning
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Address for Derek J. Manning:
1860 West Littleton Blvd
Littleton, CO, 80237
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