Crossmark Wealth Management LLC

Crossmark Wealth Management LLC, legally known as CROSSMARK WEALTH MANAGEMENT, LLC, is a Texas-based Limited Liability Company that employs 9 people, including 5 financial advisors. Although the number of clients they serve is unknown, the firm is registered and approved by the U.S. Securities and Exchange Commission, with a registration date of Jul 31, 2017.

• CROSSMARK GLOBAL HOLDINGS, INC.

  PARENT COMPANY owns 75% or more

• JIM ANTHONY COPPEDGE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MICHAEL LEO KERN

  PRESIDENT, CEO, AND TREASURER owns less than 5%

• SCOTT HOWARD WYNANT

  MANAGING DIRECTOR owns less than 5%

• STEWARD FINANCIAL HOLDINGS, INC.

  SHAREHOLDER CLASS B owns 75% or more

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