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Qualifications of Financial Advisor in Watauga

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Watauga, Texas
Financial Advisor Office Location Phone Number
Dan Richey,
Financial Engines Advisors, LLC
4500 Mercantile Plaza Dr,
Ft Worth, TX  76137
(214) 705-7622
Michael R. Duke,
Duke Financial & Insurance Strategies
1521 N Cooper St.,
Arlington, TX  76011
(682) 503-6565
Dan Richey,
Financial Engines Advisors, LLC
5605 North MacArthur Blvd.,
Irving, TX  75038
(214) 705-7622
Zach Allen,
Disciplined Advisor Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3305
John Kvale, CFA®, CFP®,
J.K. Financial, Inc.
8222 Douglas Avenue,
Dallas, TX  75225
(214) 706-4300
Dan Richey,
Financial Engines Advisors, LLC
8000 Coit Road,
Plano, TX  75025
(214) 705-7622

Information on Qualified Financial Advisors in Watauga

Qualifications CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 4500 Mercantile Plaza Dr,
Suite 300,
Ft Worth,
TX 
76137
Phone Number (214) 7057622

Joined Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4264783
FirmCRD# 5167
Series 6, 7, 63, 66


Office Location 1521 N Cooper St.,
Suite 335,
Arlington,
TX 
76011
Phone Number (682) 5036565

As the founder of Duke Financial and Insurance Strategies, Mike Duke is driven by his confidence in his ability to assist his clients in making the financial planning process less complicated. He is passionate about building a firm foundation with his clients and their families. Duke Financial and Insurance Strategies strives to help clients in a capacity that is in their own best interest. Mike Duke has a Bachelor of Applied Arts and Science from the University of North Texas. In 1999 he began working in the financial services through the banking industry, and in 2009 he transitioned his career to New York Life to help broaden his experience and expertise. Mikes personal ethics demand that he serve with the utmost integrity; he values honor, compassion and understanding. These values combined with sheer determination and quality mentorship has led him to expand into Duke Financial and Insurance Strategies. Mike Duke is very involved with his family. He volunteers at his church as a member of the Knights of Columbus. He is the father of two daughters and is their biggest fan as they participate in volleyball and gymnastics; he is definitely a front row observer. He cherishes his father-daughter dates and works side-by-side with his wife, Shannan. Together daily, they are making Duke Financial and Insurance Strategies grow and succeed.

About Duke Financial & Insurance Strategies

We believe our reputation precedes us and it is of upmost importance to us to protect it. We promise to be the best that we can be which in return, will help you to succeed. When you work with us, we promise to uphold our core values of: Integrity ? We will honor our word and follow through with whatever actions become part of your plan. Whatever the situation or challenge may be, we promise to provide sound solutions. We will do the very best job that we can for you and your family to ensure that your financial needs are taken care of. Respect ? You will recognize that we genuinely care. We will listen and handle every situation with compassion and understanding. Thoughtfulness ? We will be as thorough in our research as possible before providing you with solutions. No task will be left half-finished. We will ask you the hard questions to retrieve in-depth, useful information to ensure our recommendations are the best for your unique situation. Knowledge ? We will strive to be the best of the best. We believe in being professional students of our industry so that there is never a question that does not have a suitable answer for you. We are always learning, always growing, and always pursuing continuing education that will benefit your needs.



Qualifications CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 5605 North MacArthur Blvd.,
10th Floor,
Irving,
TX 
75038
Phone Number (214) 7057622

Joined Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5059261
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244
Phone Number (214) 5453305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

We’re here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group – trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 2047457
FirmCRD# 114929

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 8222 Douglas Avenue,
Suite 590,
Dallas,
TX 
75225
Phone Number (214) 7064300

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP® designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.



Qualifications CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 8000 Coit Road,
Suite 600,
Plano,
TX 
75025
Phone Number (214) 7057622

Joined Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Watauga, Texas
Merrill Lynch Fort Worth, TX
Bley Investment Group, Inc. Fort Worth, TX
American Express Financial Advisors Arlington, TX
Edward Jones Investments Flower Mound, TX
International Wealth Management Grapevine, TX
Merrill Lynch Dallas, TX
New England Financial Lewisville, TX
Executive Resources Dallas, TX
Fox & Company Investments Carrollton, TX
Armstrong Purselley Wealth Management Group Dallas, TX
First Southwest Asset Management Inc Dallas, TX