Money Matters With Ken Moraif

Money Matters With Ken Moraif (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $3,872,679,327 in 18,096 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,873
    MILLION
  • Total Number of Accounts
    18,096
    ACCOUNTS
  • Average Account Value
    $214,007
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Money Matters With Ken Moraif
Showing 1 - 10 of 42 top financial advisors.
1
Natalie L. Chandler
CRD#: 4547547
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Natalie Chandler (CRD# 4547547) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 15 years of experience in the finance industry. Natalie Chandler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Julianne Cruz
CRD#: 1217012
5850 Canoga Avenue, Suite 400, El Segundo, CA 90245
96
Wealthminder
score

Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Money Matters With Ken Moraif in El Segundo, CA and has over 32 years of experience in the finance industry. Julianne Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph A. Dowdall
CRD#: 4974823
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Joseph Dowdall (CRD# 4974823) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 12 years of experience in the finance industry. Joseph Dowdall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elias R. Dragon
CRD#: 2022048
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Elias Dragon (CRD# 2022048) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 28 years of experience in the finance industry. Elias Dragon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charles D. Dyer
CRD#: 2753350
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Charles Dyer (CRD# 2753350) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 21 years of experience in the finance industry. Charles Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Philip J. Floyd
CRD#: 4356937
305 W. Bethel Road, Coppell, TX 75019
96
Wealthminder
score

Philip Floyd (CRD# 4356937) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Coppell, TX and has over 17 years of experience in the finance industry. Philip Floyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Clark C. Hatton
CRD#: 2894723
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Clark Hatton (CRD# 2894723) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 20 years of experience in the finance industry. Clark Hatton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Dean W. Heimbach
CRD#: 1464726
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Dean Heimbach (CRD# 1464726) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 24 years of experience in the finance industry. Dean Heimbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Clifford T. Kwan
CRD#: 4482210
790 East Colorado Boulevard, 9th Floor, Pasadena, CA 91101
96
Wealthminder
score

Clifford Kwan (CRD# 4482210) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Pasadena, CA and has over 10 years of experience in the finance industry. Clifford Kwan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael B. Schoffman
CRD#: 5191740
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Michael Schoffman (CRD# 5191740) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 11 years of experience in the finance industry. Michael Schoffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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