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Gary E. Aiello [ChFEBC] |
6801 Sanger Avenue Suite 130 B
Waco, TX 76710
Original Certification Date 2004
Organization: Capital Keystone Group
Broker Dealer:
Phone: 254-741-1254 Extension:
Cell: 254-640-7536
Fax: 254-741-1268
Email: gary@ckgroupllc.com
Website: www.capitalkeystonegroup.com
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Colorado Bankers Life, Americo, AIG, Globe Life, Assurant, American National
Primary Investment Companies: AVIVA, Allianz, Phoenix, Great American
Services: Comprehensive federal benefits analysis, retirement planning, estate preservation
Additional Information:
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John Hendricks [ChFEBC] |
4041 West Whaetland Road #156-326
Dallas
, TX 75237
Original Certification Date 2004
Organization:
Broker Dealer:
Phone: 469-878-2040
Extension:
Cell:
Fax:
Email: jhhend@att.net
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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Richard Joachim [ChFEBC] |
P. O. Box 220159
El Paso
, TX 79913
Original Certification Date 2005
Organization:
Broker Dealer:
Phone: 915-581-7147
Extension:
Cell:
Fax:
Email: exchota@yahoo.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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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] |
3100 Monticello Ave. Ste. 800
Dallas, TX 75205
Original Certification Date 2007
Organization:
Broker Dealer:
Phone: 972-208-1025
Extension:
Cell:
Fax:
Email: sgarvin@iscgroup.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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Mark Groom [ChFEBC] |
12402 Slide Road Suite 305
Lubbock, TX 79424
Original Certification Date 2007
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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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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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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Mike Byers [ChFEBC] |
12402 Slide Road
Lubbock
, TX 79424
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 806-773-6600
Extension:
Cell:
Fax:
Email: texasafs@gmail.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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Melvin Ray Wadle [ChFEBC] |
501 E. Rio Grande
El Paso, TX 79902
Original Certification Date 2010
Organization: Wadle Group
Broker Dealer: FFS
Phone: 915-845-1438 Extension:
Cell: 915-433-4373
Fax: 915-845-1446
Email: mraywadle2002@yahoo.com
Website: www.wadlegroup.com
States Currently Licensed: TX, NM
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Madison Life, Stonebridge Life, Allianz Life, AVIVA Life
Primary Investment Companies: American Fund, Fidelity Funds
Services: Pension maximization, retirement tax planning advise
Additional Information:
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Marcus Aiello [ChFEBC] |
6801 Sanger Ave Suite 130B
Waco
, TX 76710
Original Certification Date 2011
Organization:
Broker Dealer:
Phone: 254-741-1254 Extension: 14
Cell:
Fax:
Email: marcus@ckgroupllc.com
Website:
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
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Sharon McCauley [ChFEBC] |
17280 West Lake Houston Pkwy
Humble, TX 77346
Original Certification Date 2011
Organization: Marules Financial Group
Broker Dealer:
Phone: 281-812-9305 Extension:
Cell: 210-573-4701
Fax: 281-548-1560
Email: sharon@marules.net
Website: www.marules.net
States Currently Licensed: TX, OK, KS, FL, NC, VA
CRD #:
CFP Registration ID#:
Primary Insurance Companies: GPM, Allianz, AVIVA, Legacy Mkt. Group, Midland, Ohio National, American National
Primary Investment Companies:
Services: Retirement income planning
Additional Information: Investment and financial planning related to estate and asset preservation
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Jason Oliver [ChFEBC] |
PO Box 9598
Spring, TX 77387
Original Certification Date 2011
Organization: Federal Employee Resoursces (a division of CKG)
Broker Dealer:
Phone: Extension:
Cell: 832-771-2525
Fax: 936-622-6777
Email: joliver@ferllc.com
Website: www.federalemployeeresources.com
States Currently Licensed: TX, IA, AZ, IL, FL
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Colorado Bankers Life, Americo, Globe Life, American National
Primary Investment Companies: AVIVA, Allianz, Phoenix, Great American
Services: Comprehensive federal benefits analysis, retirement planning, estate preservation
Additional Information: Our purpose is to help each employee we see structure their benefits package according to their individual goals and create a plan for the furure to create a plan for long term financial success.
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Patrick Shehan [ChFEBC] |
1504 Nicklaus Ct.
McKinney, TX 75070
Original Certification Date 2011
Organization: Capital Keystone
Broker Dealer:
Phone: 469-422-5696 Extension:
Cell:
Fax:
Email: pshehan1@yahoo.com
Website:
States Currently Licensed: TX, OK, AR, FL
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services: Life/annuities fixed
Additional Information:
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Scott B. Swawson [ChFEBC] |
6801 Sanger Ave Ste. 1300-B
Waco, TX 76710
Original Certification Date 2011
Organization: Capital Keystone Group
Broker Dealer:
Phone: 254-741-1254 Extension:
Cell: 254-855-2949
Fax: 254-741-1268
Email: scott@ckgroupllc.com
Website: www.capitalkeystonegroupllc.com
States Currently Licensed: TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services: Insurance and retirement services, IRA and TSP rollovers
Additional Information:
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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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