Craig  Cowles,  CFP<sup>&reg;</sup> - Financial Advisor

Craig Cowles, CFP®

Partner

Mergent Group

17300 N Dallas Pkwy, Ste 2065
Dallas, TX 75248
FINANCIAL ADVISOR'S WEBSITE
(972) 590-8808

General

Craig Cowles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mergent Group in Dallas, TX and the surrounding communities.

Financial Advisor Overview

As a fully licensed investment professional for more a decade , Craig holds the Financial Industry Regulatory Authority Series 6, 7, 63 and 65 securities registrations through LPL Financial. Additionally, he holds Life, Accident and Health, Variable Annuity and Long Term Care Insurance Licensing in multiple states. He is a member of the Financial Planning Association, Dallas Texas Chapter. Craig earned an Certificate in Financial Planning from The University of Georgia and has attained the CERTIFIED FINANCIAL PLANNER™ practitioner certification.



Craig measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies.



Specialties: As a CERTIFIED FINANCIAL PLANNER™ professional, Craig focuses his knowledge and talents on creating comprehensive wealth-management strategies for his clients, by concentrating on overall portfolio management. Craig coordinates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.

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Financial Advisor Experience

Craig is a Partner and Founder of Cardinal Wealth Advisers. He is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™. His area of expertise is working with people who are goals focused, desire to be financially ready no matter what happens in the economy, and want to have a sound program that allows them the freedom to do what they want to do when they want to do it. He has over a decade of experience in the field.



He is a member of the Financial Planning Association, Dallas Ft.Worth Chapter and currently serves on the Alliance Partners Committee and the Media Team.



Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Investment advice offered through 360 Wealth Management, a registered investment advisor. Cardinal Wealth Advisers and 360 Wealth Management are separate entities from LPL Financial.



Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: TX

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX CA CO GA NV
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mergent Group, a Registered Investment Advisor and separate entity from LPL

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Retirement, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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