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John Eric Champion [ChFEBC] |
5019 S. McColl Street, Suite A-1
Edinburg, TX 78539
Original Certification Date 2007
Organization: J.E. Champion Financial
Broker Dealer:
Phone: 956-928-1477 Extension:
Cell: 956-457-9959
Fax: 956-928-1363
Email: jchampion1@mac.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Allianz, ING, Great American, Aviva
Primary Investment Companies: Allianz, Aviva
Services: Retirement - Safe Investment
Additional Information: I am a Certified Senior Advisor and deal with people looking for alternatives to the traditional broker or bank. I am also the KGBT channel 4 cash expert.
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Steve Garvin [ChFEBC, CFS] |
4664 Courtyard Trail
Plano, TX 75024
Original Certification Date 2007
Organization: Garvin Financial Group, Inc.
Broker Dealer: Institutional Securities Corp.
Phone: 972-208-1025 Extension:
Cell: 214-537-4147
Fax: 972-491-7119
Email: sgarvin@iscgroup.com
Website:
States Currently Licensed: TX, AL, CA, FL, KS, MI, NC, OK
CRD #: 2005465
CFP Registration ID#:
Primary Insurance Companies: AIG, Nationwide, Prudential, Jackson National
Primary Investment Companies: Fidelity Investments, Vanguard, T-Rowe, Price, American Funds
Services: Objective fee based financial advisory services, IRA plans, 529 College Education Plans, 401 k's rollovers
Additional Information: Provided personalized investment counseling and asset management since 1989.
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Jeff Henson [ChFEBC] |
2211 NE Loop 410
San Antonio, TX 78217
Original Certification Date 2007
Organization: GPM Life
Broker Dealer:
Phone: (210) 357-2209 Extension:
Cell: (210) 379-9102
Fax: (210) 357-2225
Email: jhenson@gpmlife.com
Website:
States Currently Licensed: TX, CA, OH, KS, MO, AL, MS, FL
CRD #:
CFP Registration ID#: 9812
Primary Insurance Companies: GPM LIfe
Primary Investment Companies:
Services:
Additional Information: CLU, CFP, LUTCF, FLMI, ACS, CHFC, AALU, AIAA, CPCU, CSA, CASL
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Juanita McKenna [ChFEBC] |
6060 Surety Dr., Ste 100
El Paso, TX 79905
Original Certification Date 2007
Organization: Retirement & Financial Planning Services
Broker Dealer:
Phone: 915-771-8599 Extension:
Cell: 915-373-5826
Fax: 915-771-8593
Email: info@juanitamckenna.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies: All Major companies
Primary Investment Companies:
Services: Retirment & financial planning for federal employees
Additional Information: Member of the national ethics bureau
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Michael J. Struski [ChFEBC] |
1303 Shields Avenue
Cedar Hill, TX 75104
Original Certification Date 2007
Organization: Retired Federal Human Resourse Management Officer
Broker Dealer:
Phone: 210-626-8157 Extension:
Cell: 210-391-2316
Fax:
Email: mstruski@gmail.com
Website:
States Currently Licensed:
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services: Retirement & Estate Planning for Federal Employees
Additional Information: Fee only Consultant
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Joyce Watts [ChFEBC] |
6060 Surety Drive Ste 100
El Paso, TX 79905
Original Certification Date 2007
Organization:
Broker Dealer:
Phone: 915-771-8588 Extension:
Cell:
Fax:
Email: joyce@elp.rr.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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Tim Estes [ChFEBC, CFP, CRPC] |
P.O. Box 378
Alle, TX 76098
Original Certification Date 2008
Organization: Estes Financial Services
Broker Dealer: Triad Advisors
Phone: 817-444-8402 Extension:
Cell:
Fax: 817-444-1351
Email: tim@estesfinancial.net
Website:
States Currently Licensed: TX, CO, KS, CA, FL
CRD #: 2183211
CFP Registration ID#: 95335
Primary Insurance Companies:
Primary Investment Companies:
Services: Retirement Planning, Fee based money management & wealth management.
Additional Information:
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Kenneth Cook [ChFEBC, CFP] |
1701 SW Parkway #202
College Station, TX 77840
Original Certification Date 2009
Organization: Cook Financial Group
Broker Dealer: Next Financial
Phone: 979-695-9272 Extension:
Cell: 979-739-7030
Fax: 661-749-9595
Email: KCook@NextFinancial.com
Website:
States Currently Licensed: TX,AR,LA
CRD #: 2795902
CFP Registration ID#: 137999
Primary Insurance Companies: Allianz, ING
Primary Investment Companies:
Services: Financial Planning & Money Management
Additional Information:
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Ernest C. Eberle, Jr. [ChFEBC] |
1701 SW Parkway #202
College Station, TX 77840
Original Certification Date 2009
Organization:
Broker Dealer: NEXT Financial
Phone: 979-695-9272 Extension:
Cell: 979-255-0455
Fax: 661-749-9595
Email: eeberle@nextfinancial.com
Website:
States Currently Licensed: TX
CRD #: 5433588
CFP Registration ID#:
Primary Insurance Companies: ING, Alliance
Primary Investment Companies:
Services: Total Needs Analysis, Financial Planning, Money Management.
Additional Information:
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Cindy Hilsberg [ChFEBC] |
713 Treaty Oak Street
San Antonio, TX 78258
Original Certification Date 2010
Organization:
Broker Dealer: FSC
Phone: 210-402-3873 Extension:
Cell: 210-875-6860
Fax:
Email: chilsberg@hotmail.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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Cindy Hilsberg [ChFEBC] |
713 Treaty Oak
San Antonio, TX 78258
Original Certification Date 2010
Organization: Federal Employee Benefits Consultants
Broker Dealer: Pro Equities
Phone: 210-875-6860 Extension:
Cell:
Fax: 210-402-3873
Email: cindy.hilsberg@pesmail.com
Website:
States Currently Licensed: TX
CRD #: 5663188
CFP Registration ID#:
Primary Insurance Companies: American National, Genworth, GPM, John Hancock, Midland National
Primary Investment Companies: American Funds, Black Rock, Hartford, Jackson National, Metlife, Pacific Life
Services:
Additional Information:
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Mark Groom [ChFEBC] |
12402 Slide Road Suite 305
Lubbock, TX 79424
Original Certification Date
Organization: Alliance Financial
Broker Dealer:
Phone: 806-765-8444 Extension:
Cell: 806-535-9478
Fax: 806-794-8453
Email: marcgroom@aol.com
Website:
States Currently Licensed: TX, NM, MN, ND, OH
CRD #:
CFP Registration ID#:
Primary Insurance Companies: ING, Aviva, American Equity, Prudential, over 60 companies
Primary Investment Companies:
Services: Financial planning, estate and asset preservation
Additional Information: For the past 4 years, I've co-hosted the money talke radio program on FoxTail 950 every weekend.
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Jonathan Mazur [ChFEBC] |
100 Highland Park Village, Suite 200
777 Main Street, Suite 600
Dallas, TX
Fort Worth, TX, TX 75209
Original Certification Date
Organization: Luke Financial Company
Broker Dealer:
Phone: 214-295-3039 Extension:
Cell: 214-289-0031
Fax: 866-340-5716
Email: jonathan@lukefinancial.com
Website:
States Currently Licensed: TX, CO, AZ, NC
CRD #: 147118
CFP Registration ID#:
Primary Insurance Companies: Pacific Life, Mass Mutual, Lincoln, ING
Primary Investment Companies: Virtually all investment options are considered.
Services: Investment and Financial planning related to estate and asset preservation, income planning, and legacy strategies.
Additional Information: Luke Financial Company works with individuals, trusts, estates, charitable organizations, corporations and other business entities.
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