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MAIN STREET RETIREMENT PLANNING, LLC
MAIN STREET RETIREMENT PLANNING, LLC
COPPELL, Texas
·
5 registered advisors
·
CRD# 313051
SEC# 801-122041
0
972-393-0376
01
Firm Overview
AUM
$613M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MAIN STREET RETIREMENT PLANNING, LLC
5 registered advisors
Elias Robert Dragon
COPPELL, Texas
CRD# 2022048
Elias Thomas Dragon
COPPELL, Texas
CRD# 7438099
Jennifer Ann Dragon
COPPELL, Texas
CRD# 6891199
Jessica M Krehel
COPPELL, Texas
CRD# 5696187
Mark Joseph Krehel
COPPELL, Texas
CRD# 7238969
05
Office Locations
COPPELL, Texas
5 advisors
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Data sourced from SEC Form ADV filings. MAIN STREET RETIREMENT PLANNING, LLC (CRD# 313051) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.