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Financial Management Network Inc CRD 110454
$2.14B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26041 Acero, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-25 |
| AZ | RA | APPROVED | 2024-06-19 |
| NC | RA | APPROVED | 2024-06-14 |
| MN | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED_RES | 2022-12-13 |
| CA | RA | APPROVED | 2013-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Network | Mission Viejo | CA | 06/2009 | Present |
| Fmn Capital Corporation | Mission Viejo | CA | 01/2011 | Present |
| Fmn Capital Corporation | Mission Viejo | CA | 07/2016 | Present |
| Financial Management Network, Inc | Mission Viejo | CA | 07/2016 | Present |
FMN CENTERPOINT LLC OWNS COMMERICAL REAL ESTATE; JEFFREY MERWIN OWNS 2.5% OF FMN CENTERPOINT LLC FMN DMV Services LLC- start date 05/2020; not investment related, provide California DMV Services. Board Member for corporate association where FMN/FMNCC offices are located. start date 09/2025; not investment related. APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS FMN Centerpointe West LLC- LLC created to purchase commercial real estate; minority owner- 25%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-06 |
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