Southwest Insurance Services, Inc.

Southwest Insurance Services, Inc. (CRD# 135153) is a financial advisory firm headquartered in Plano, TX. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
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.

TX

Financial Advisors at Southwest Insurance Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark W. Phalen
CRD#: 4873475
7160 Dallas Parkway, Suite 600, Plano, TX 75024
96
Wealthminder
score

Mark Phalen (CRD# 4873475) is an Investment Advisor Representative working at Southwest Insurance Services, Inc. in Plano, TX and has over 11 years of experience in the finance industry. Mark Phalen 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
Geoffrey P. Brenner
CRD#: 4948382
7160 Dallas Parkway, Suite 600, Plano, TX 75024
93
Wealthminder
score

Geoffrey Brenner (CRD# 4948382) is an Investment Advisor Representative working at Southwest Insurance Services, Inc. in Plano, TX and has over 11 years of experience in the finance industry.

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