1847Financial Dallas/Fort Worth logo

1847Financial Dallas/Fort Worth Employee Directory

Financial ServicesTexas, United States11-50 Employees

1847 Financial operates as a national network of financial services firms aligned with Penn Mutual and its HTK partner. It supports advisers with customized planning and local coaching to help build durable, client-focused life insurance and wealth-management practices. Based in Addison, Texas, the organization promotes itself as an affiliation option for professionals seeking the backing of a mutual company and a broker-dealer partner.

Its target market comprises high-performing financial professionals and their teams seeking a primary company affiliation with Penn Mutual and HTK, which provides securities and advisory services. In 2025, the firm announced the appointment of Brandon Mann as Managing Principal for Utah/Arizona, reflecting leadership expansion.

Find 1847Financial Dallas/Fort Worth employees' phone numbers or email addresses

1847Financial Dallas/Fort Worth Global Highlights

Location
Employees

North America
58

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  • United States Of America
    58

Asia
1

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  • Pakistan
    1

1847Financial Dallas/Fort Worth's Leadership

  • Stylized image of a person
    B. R.
    Chief Executive Officer
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  • Stylized image of a person
    S. K.
    Chief Financial Officer / Financial Operations
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  • Stylized image of a person
    L. V.
    Vice President Of Investment Services
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  • Stylized image of a person
    A. M.
    Managing Partner
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  • Stylized image of a person
    J. R.
    Interim President
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  • Stylized image of a person
    K. G.
    Associate / Vice President
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  • Stylized image of a person
    D. A.
    Managing Director
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  • Stylized image of a person
    J. F.
    Financial Advisor
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1847Financial Dallas/Fort Worth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Finance
  • Accounting
  • Other
  • Administrative

Contact profiles from 1847Financial Dallas/Fort Worth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Managing Partner
    Phone icon
    Jan 01, 2024
  • Stylized image of a person
    B. R.
    Chief Executive Officer
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    J. R.
    Interim President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. K.
    Chief Financial Officer / Financial Operations
    Phone icon
    Mar 20, 2024
  • Stylized image of a person
    K. G.
    Associate / Vice President
    Phone icon
    May 31, 2026
  • Stylized image of a person
    L. V.
    Vice President Of Investment Services
    Phone icon
    Aug 06, 2024
  • Stylized image of a person
    D. A.
    Managing Director
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    J. F.
    Financial Advisor
    Phone icon
    Jul 09, 2026
  • Stylized image of a person
    K. S.
    Financial Services Professional
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    Jun 26, 2026
  • Stylized image of a person
    M. L.
    Practice Development Consultant
    Phone icon
    Jun 25, 2026

Frequently Asked Questions

What is 1847Financial Dallas/Fort Worth known for?

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1847Financial Dallas/Fort Worth was founded in 1847 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore 1847Financial Dallas/Fort Worth's company overview page for more information.

What is 1847Financial Dallas/Fort Worth's most common email format?

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1847Financial Dallas/Fort Worth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1847Financial Dallas/Fort Worth email formats with LeadIQ.

How many employees does 1847Financial Dallas/Fort Worth have currently?

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1847Financial Dallas/Fort Worth has approximately 36 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are 1847Financial Dallas/Fort Worth's key employees and leadership?

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As of July 2026, 1847Financial Dallas/Fort Worth's key employees include:

  • Chief Executive Officer: B. R.
  • Chief Financial Officer / Financial Operations: S. K.
  • Vice President Of Investment Services: L. V.
  • Managing Partner: A. M.
  • Interim President: J. R.

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