Broker Check

About MK Financial

Mark Keffer

Investment Advisor Representative
& President, MK Financial, LLC

Phone: (214) 799-4662
Email: mkeffer@iscgroup.com

I am an independent advisor representative who loves helping clients achieve the same goals that are important to me -- dreaming and planning for the future, educating children, getting and staying out of debt, planning for when and how much to pay in taxes, giving back to others, and having some fun along the way. In my opinion, many are capable of managing their day-to-day finances, investing in their future, and protecting themselves from unexpected events, but unfortunately many do not! The busyness of life keeps many otherwise successful people from staying on the path toward a financially successful retirement.

This is where I come in. As your advisor, I will look at your entire financial picture, listen closely to your goals and concerns, identify a plan of action that makes sense, and walk with you through each year as we track progress toward your dreams and goals.

In my practice, my niche is helping faculty in the University of Texas system who are saving for retirement through the Optional Retirement Plan (ORP), Tax Sheltered Annuities (403b accounts), and 457 accounts. I also help folks from many other professions. And although I enjoy working with clients in the accumulation stage, I work with just as many clients on the other side of retirement, helping to make their money last through all types of life events that they encounter during the retirement years. 

Call or email today for a complementary consult, and let's get started!

Licensing

Series 7 (Licensed in TX, IA, LA, AR, CA, NC, PA)

Series 66 (TX, IA, LA, CA, NC, PA)

General Life and Health Lines for the State of Texas (Also licensed in LA, CA, AR)

Education

Bachelor of Arts, History, University of Alabama, 1996

Master of Divinity, University of Dubuque (IA) Theological Seminary, 2004

Doctor of Ministry, Austin Presbyterian Theological Seminary, 2013

Securities offered through Institutional Securities Corporation (ISC), member FINRA and SIPC. Investment advisory services offered through ISC Advisors, Inc. Mark Keffer is a registered representative of ISC and an investment advisor representative of ISC Advisors, LLC. MK Financial, LLC. is a separate entity and not affiliated with the entities ISC or ISC Advisors, Inc.



 


Brian Haselden, CLU, ChFC, LUTCF

National Sales Director, ISC Group, Inc.

Phone: 214-520-1115, ext. 108
Email: bhaselden@iscgroup.com

Brian started in the financial services industry in 1986.

His disciplines include helping small business owners protect and maximize the value of their business, retirement income and health care planning, and assisting in family stewardship. Brian has served as Vice President for several large life insurance companies over his career. He earned his Chartered Life Underwriter designation in 1994 and Chartered Financial Consultant designation in 1995.  Brian holds his series 7, registrations with Institutional Securities Corporation.

  • Life Insurance
  • Key Man Insurance
  • Long term Care Insurance
  • Disability Insurance
  • Retirement Plans
  • Annuities
  • Business Strategies