Mark Keffer

I am a financial advisor in North Texas (Dallas-Fort Worth Metroplex) with 10 years of investment and insurance industry experience. I am also (along with my wife Kim) a new member to the over-50 club and passionate about helping other Pre-Retirees maximize their peak earning years and build a nest egg that can provide the income and lifestyle they desire throughout their retirement years. I am also determined to help Pre-Retirees create a plan that factors in the unexpected!

Many of my clients are college faculty saving for retirement through the Optional Retirement Plan (ORP) and other 403b accounts at Texas institutions of higher learning. But I also work with pre-retirees who are contributing to 401k’s and looking to maximize their employee benefits, and small business owners who want to set aside more money in tax-deferred retirement accounts. Most of my clients live in the DFW Metroplex, but I also have clients in northwest Louisiana, Arkansas, and the other states listed below.

Licensing

Series 7 (State Licensing in TX, AR, CA, CO, FL, GA, IL, IN, KS, LA, NY, OK, PA, WY)
Series 66 (State Licensing in TX, AR, CA, CO, FL, GA, IL, KS, PA, IA, and LA)
General Life and Health Lines for the State of Texas (Also licensed in LA, CA, AR, GA)

Certifications

National Social Security Advisor certificate holder, NSSA

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.