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Heather Lynn Kreager

E2M PARTNERS, LLC·DALLAS, Texas
Unclaimed Profile
3890 W. NORTHWEST HWY, DALLAS, TX 75220CRD# 6317802Firm CRD# 160778
01

About

Heather Lynn Kreager is a registered financial advisor based in DALLAS, Texas, affiliated with E2M PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
E2M PARTNERS, LLC
E2M PARTNERS, LLC
AUM
$193M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at E2M PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6317802
Firm CRD# 160778
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Lynn Kreager offer?
Heather Lynn Kreager specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Heather Lynn Kreager's credentials?
Heather Lynn Kreager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Lynn Kreager located?
Heather Lynn Kreager is based in DALLAS, Texas, working with E2M PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Heather Lynn Kreager charge for services?
Heather Lynn Kreager's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E2M PARTNERS, LLC?
E2M PARTNERS, LLC has approximately 7 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at E2M PARTNERS, LLC

David Michael Jacobs
DALLAS, TX
Mark De La Ronde Van Kirk
DALLAS, TX
Mary Keeffe
DALLAS, TX
Morton Herbert Meyerson
DALLAS, TX
Paul Edward Rowsey
DALLAS, TX
Robert Wayne Korba
DALLAS, TX

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