Elias Robert Dragon
Investment adviser representative at Main Street Retirement Planning, LLC
25 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$716.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Main Street Retirement Planning, LLCJan 2022 to now
- Dragon Financial GroupOct 2001 to now
- Mmwkm Advisors, LLCMar 2011 to Jan 2022
- Retirement Planners of AmericaJan 2011 to Jan 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (TX).
Main Street Retirement Planning, LLC
$716.6MAssets managed
1,688Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2022048
- Firm CRD
- 313051