Michael Manna

Employer firm

Craft Wealth Services CRD 289557

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 03/2021
  Cushman & Wakefield
  Chicago, IL
• 08/2015 → 05/2019
  Michigan State University
  East Lansing, MI
• 05/2017 → 08/2017
  General Electric Aviation
  Dayton, OH
• 05/2018 → 08/2018
  General Electric Aviation
  Evendale, OH
• 01/2021 → 06/2023
  Lpl Financial, Llc
  Clarksoton, MI
• 06/2023 → Present
  Craft Asset Management
  Tampa, FL

Previous Registrations

• 2021-06-28 → 2023-06-13
  Lpl Financial Llc
  Clarkston, MI
  Nashville, TN

Other Businesses

(1) MJM Consulting Inc.; not investment-related; at reported business location(s); Tax & Accounting Consulting; Owner; Start: 8/26/22; Approximately 30 hours per month, 1-2 during securities trading hours. Business development for tax clients. (2) Hallmann Advisors, CPA's, P.C. - Investment-related- at reported business location(s); tax prep/accounting/CPA - start date 7/9/21; 10 hours per month, all during securities trading hours. Tax/Accounting. (3) Bespoke Tax Strategy & CPA P.C.. - Investment-related- at reported business location(s); Tax Strategist- start date 5/1/26; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 39;

Exams

• S66 Uniform Combined State Law Examination
  2021-06-24