Financial Management Network Inc

Firm record

As recorded in SEC IAPD

Firm CRD

110454

SEC number

801-40473

Firm type

RIA

Assets under management

$2.1B as of Dec 19, 2025

Website

www.fmnbenefits.com ↗

Phone

949-455-0300

Address

26041 Acero, Mission Viejo, CA, 92691

Advisors at this firm

21 in our index · page 1 of 1

• Lisa Lynn BanningCRD 3192570 · Mission Viejo, CA
  IA RegisteredBroker
• Joseph Anthony CavalloCRD 5321819 · Mission Viejo, CA
  IA RegisteredBroker
• Nicholas Joseph CavalloCRD 6854600 · Mission Viejo, CA
  IA RegisteredBroker
• Matthew Scott ConnerCRD 2737273 · Mission Viejo, CA
  IA RegisteredBroker
• Kevin Lee DargerCRD 2660153 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon Charles DecapiteCRD 5447091 · Mission Viejo, CA
  IA RegisteredBroker
• Mark Forrest DonahueCRD 1737053 · Mission Viejo, CA
  IA RegisteredBroker
• Curtis Steven FarrellCRD 1282232 · Mission Viejo, CA
  IA RegisteredBroker
• Steve James FriedmanCRD 2420268 · Laguna Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Macdonald HoltCRD 1334807 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Aaron JordanCRD 7157616 · Mission Viejo, CA
  IA RegisteredBroker
• Jeffrey George MerwinCRD 5165996 · Mission Viejo, CA
  IA RegisteredBroker
• John J MerwinCRD 6249352 · Mission Viejo, CA
  IA RegisteredBroker
• Matthew Scott MerwinCRD 1142898 · Orlando, FL
  IA RegisteredBroker
• Matthew Michael MerwinCRD 5930281 · Mission Viejo, CA
  IA RegisteredBroker
• Tracy Reinhold OlsonCRD 2270789 · Mission Viejo, CA
  IA RegisteredBroker
• Richard James RangCRD 2603510 · Mission Viejo, CA
  IA RegisteredBroker
• John Michael RandallCRD 2680441 · Cedar Park, TX
  IA RegisteredBroker
• Aran Garis SahagunCRD 4621177 · Mission Viejo, CA
  IA RegisteredBroker
• Jeffrey David StangaCRD 6387255 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua David ValdiviaCRD 7281960 · Mission Viejo, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.