Main Street Retirement Planning, LLC

Main Street Retirement Planning, LLC (CRD# 313051) is a financial advisory firm headquartered in Coppell, TX. They manage $613,041,095 in 2,714 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
779 W Main Street, Coppell, TX 75019
https://www.facebook.com/mainstreetretirement
By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    2,714
    ACCOUNTS
  • Average Account Value
    $225,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, GA, IL, LA, NE, NH, OH, OK, SC, TN, TX

Financial Advisors at Main Street Retirement Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Elias Dragon, financial advisor Coppell TX
Elias R. Dragon
CRD#: 2022048
779 W Main Street, Coppell, TX 75019

Elias Dragon (CRD# 2022048) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 34 years of experience in the finance industry.

2
Jennifer Dragon, financial advisor Coppell TX
Jennifer A. Dragon
CRD#: 6891199
779 W Main Street, Coppell, TX 75019

Jennifer Dragon (CRD# 6891199) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 6 years of experience in the finance industry.

3
Mark Krehel, financial advisor Coppell TX
Mark J. Krehel
CRD#: 7238969
779 W Main Street, Coppell, TX 75019

Mark Krehel (CRD# 7238969) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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