MAIN STREET RETIREMENT PLANNING, LLC of COPPELL, TX is an SEC-registered investment adviser (CRD 313051). Regulatory assets under management: $716.6M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Elias Robert Dragon | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/OWNER | — |
| Jennifer Ann Dragon | CHIEF OPERATING OFFICER; TRUSTEE | — |
| Mark Joseph Krehel | CHIEF TECHNICAL OFFICER | — |
| Jessica M Krehel | TRUSTEE | — |
| Elias Thomas Dragon | TRUSTEE | — |
| DRAGON ELIAS ROBERT | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/OWNER; OWNER/CHIEF COMPLIANCE OFFICER | — |
| Dragon Jennifer Ann | CHIEF OPERATING OFFICER; OWNER; TRUSTEE | — |
| KREHEL MARK JOSEPH | CHIEF TECHNICAL OFFICER | — |
| DRAGON JESSICA M | OWNER; TRUSTEE | — |
| Dragon Elias Thomas | OWNER; TRUSTEE | — |
| KREHEL JESSICA M | TRUSTEE | — |