LIFEWAY FINANCIAL CORPORATION of PLANO, TX is an SEC-registered investment adviser (CRD 114276). Regulatory assets under management: $358.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gerrond Dallas Mckee | VICE PRESIDENT/TREASURER | — |
| Trey Houston Touchstone | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| BRUNSON DAVID THOMAS | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HENSLEY SUSAN LUCILLE | CHIEF COMPLIANCE OFFICER | — |
| BRUNSON DAVID | PRESIDENT | — |
| MCKEE GERROND DALLAS | DIRECTOR OF FINANCIAL PLANNING; DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017); VICE PRESIDENT/TREASURER | — |
| TOUCHSTONE TREY HOUSTON | DIRECTOR OF INVESTMENT MANAGEMENT; DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017); PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| GARCIA LACEY SUSANNA | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | — |
| GARCIA LACEY LEDESMA | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | — |