Broker Check

Team

 

Craig Cowles, CFP®

Founding Partner, CFP®

(972) 590-8808 x101

craig@mergentgroup.com

Craig has been serving his clients for over a decade and is a founding partner of Mergent Group. As a CFP® professional, he believes that this symbol stands out as a mark for providing the best possible financial advice for clients...

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Douglas M Heagren, CFP®, CRPC®, APMA(SM)

Founding Partner, CFP®, Retirement Plan Consultant

(612) 567-4625 ext 105

douglas@mergentgroup.com

Douglas Heagren has been an Investment Advisor Representative since 2006. In 2011, he joined LPL Financial in order to have the flexibility to advise clients with independence from the demands and biases of captive financial advice...

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Eric Shaffer, CFP®

Partner, CFP®

(972) 590-8808 x102

eric@mergentgroup.com

Eric has been working as a financial professional for 19 years and is a Partner of Mergent Group. As a CFP® professional, he believes that this symbol stands out as a mark for providing the best possible financial advice for...

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