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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAIN STREET RETIREMENT PLANNING, LLC

CRD 313051

COPPELL, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ba29248-3b31-ff59-8b5a-ad8fa58aee0f

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Jul 9, 2021 to Mar 2, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $717MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $717M
Private client RAUM: $717MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $239Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,927
Individual clients: 1,543
High net worth clients: 145
SEC number: 801-122041
CRD: 313051
Filings on the tape: 27
First filed: Jul 9, 2021
Latest filed: Mar 2, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Elias Robert Dragon	Certified Financial Planner\|Chartered Financial Consultant	COPPELL, TX	4	36	3	no
Jennifer Ann Dragon	Certified Financial Planner\|Personal Financial Specialist	COPPELL, TX	4	11	1	no
MARK JOSEPH KREHEL	Certified Financial Planner	COPPELL, TX	4	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DRAGON, ELIAS, ROBERT	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/OWNER	D	yes	02/2021	Jul 9, 2021	Dec 9, 2024
Dragon, Elias, Thomas	Trustee	F	yes	02/2021	Sep 9, 2021	Dec 9, 2024
Dragon, Jennifer, Ann	Trustee	F	yes	02/2021	Sep 9, 2021	Dec 9, 2024
Dragon, Jennifer, Ann	CHIEF OPERATING OFFICER	Na	yes	02/2021	Sep 9, 2021	Dec 9, 2024
KREHEL, JESSICA, M	Trustee	F	yes	02/2021	Sep 9, 2021	Dec 9, 2024
KREHEL, MARK, JOSEPH	CHIEF TECHNICAL OFFICER	Na	yes	02/2021	Sep 9, 2021	Dec 9, 2024
ELIAS THOMAS DRAGON IRREVOCABLE TRUST	Owner	B	no	02/2021	Jul 9, 2021	Dec 9, 2024
JENNIFER ANN DRAGON IRREVOCABLE TRUST	Owner	B	no	02/2021	Jul 9, 2021	Dec 9, 2024
JESSICA MARIE KREHEL IRREVOCABLE TRUST	Owner	B	no	02/2021	Jul 9, 2021	Dec 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 2, 2026	$717M	$717M	3	3	n/a	n/a
2024	Feb 5, 2025	$695M	$695M	3	3	n/a	n/a
2023	Feb 5, 2024	$613M	$613M	3	3	n/a	n/a
2022	Jan 27, 2023	$582M	$582M	3	3	n/a	n/a
2021	Feb 8, 2022	$624M	$624M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$717M	$695M	3.2%	$582M	7.2%	3	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RETIREMENT PLANNERS OF AMERICA	2	Jan 18, 2022	Jan 14, 2022	COPPELL, TX	Team lift out	RIA to RIA	6.7%

Relationships

Registered with (3)

← MARK JOSEPH KREHELAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← Jennifer Ann DragonAdvisorregistration: current employment
Jan 14, 2022 to presentfactForm ADV
← Elias Robert DragonAdvisorregistration: current employment
Jan 13, 2022 to presentfactForm ADV

Controls (5)

← DRAGON, ELIAS, ROBERTOwnerCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/OWNER, ownership code D, individual
Jul 9, 2021 to Dec 9, 2024factForm ADV
← KREHEL, JESSICA, MOwnerTRUSTEE, ownership code F, individual
Sep 9, 2021 to Dec 9, 2024factForm ADV
← Dragon, Jennifer, AnnOwnerTRUSTEE, ownership code F, individual
Sep 9, 2021 to Dec 9, 2024factForm ADV
← KREHEL, MARK, JOSEPHOwnerCHIEF TECHNICAL OFFICER, ownership code NA, individual
Sep 9, 2021 to Dec 9, 2024factForm ADV
← Dragon, Elias, ThomasOwnerTRUSTEE, ownership code F, individual
Sep 9, 2021 to Dec 9, 2024factForm ADV

Owns (3)

← ELIAS THOMAS DRAGON IRREVOCABLE TRUSTOwnerOWNER, ownership code B, domestic entity
Jul 9, 2021 to Dec 9, 2024factForm ADV
← JENNIFER ANN DRAGON IRREVOCABLE TRUSTOwnerOWNER, ownership code B, domestic entity
Jul 9, 2021 to Dec 9, 2024factForm ADV
← JESSICA MARIE KREHEL IRREVOCABLE TRUSTOwnerOWNER, ownership code B, domestic entity
Jul 9, 2021 to Dec 9, 2024factForm ADV

Moved with (1)

← RETIREMENT PLANNERS OF AMERICARegistered adviser2 advisors, team lift out, same day
Jan 18, 2022 to Jan 14, 2022factForm ADV

Dated events

Occurred
Jan 18, 2022
Team lift-out
2 advisors left Retirement Planners OF America (Coppell, TX) for Main Street Retirement Planning, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 9, 2021
Control person joined
Ann Jennifer Dragon (Owner) appeared on Schedule A of Main Street Retirement Planning, Llc
Form ADVobserved 5 days ago
Occurred
Sep 9, 2021
Control person joined
Joseph Mark Krehel (Chief Technical Officer) appeared on Schedule A of Main Street Retirement Planning, Llc
Form ADVobserved 5 days ago
Occurred
Jul 9, 2021
First Form ADV filing
Main Street Retirement Planners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ba29248-3b31-ff59-8b5a-ad8fa58aee0f
First observed: Jul 9, 2021
Last observed: Mar 2, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAIN STREET RETIREMENT PLANNING, LLC

CRD 313051

COPPELL, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ba29248-3b31-ff59-8b5a-ad8fa58aee0f

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Elias Robert Dragon

Certified Financial Planner|Chartered Financial Consultant

COPPELL, TX

Jennifer Ann Dragon

Certified Financial Planner|Personal Financial Specialist

COPPELL, TX

MARK JOSEPH KREHEL

Certified Financial Planner

COPPELL, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DRAGON, ELIAS, ROBERT

CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/OWNER

yes

02/2021

Jul 9, 2021

Dec 9, 2024

Dragon, Elias, Thomas

Trustee

yes

02/2021

Sep 9, 2021

Dec 9, 2024

Dragon, Jennifer, Ann

Trustee

yes

02/2021

Sep 9, 2021

Dec 9, 2024

Dragon, Jennifer, Ann

CHIEF OPERATING OFFICER

yes

02/2021

Sep 9, 2021

Dec 9, 2024

KREHEL, JESSICA, M

Trustee

yes

02/2021

Sep 9, 2021

Dec 9, 2024

KREHEL, MARK, JOSEPH

CHIEF TECHNICAL OFFICER

yes

02/2021

Sep 9, 2021

Dec 9, 2024

ELIAS THOMAS DRAGON IRREVOCABLE TRUST

Owner

02/2021

Jul 9, 2021

Dec 9, 2024

JENNIFER ANN DRAGON IRREVOCABLE TRUST

Owner

02/2021

Jul 9, 2021

Dec 9, 2024

JESSICA MARIE KREHEL IRREVOCABLE TRUST

Owner

02/2021

Jul 9, 2021

Dec 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$717M

n/a

2024

Feb 5, 2025

$695M

n/a

2023

Feb 5, 2024

$613M

n/a

2022

Jan 27, 2023

$582M

n/a

2021

Feb 8, 2022

$624M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$717M

$695M

3.2%

$582M

7.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RETIREMENT PLANNERS OF AMERICA

Jan 18, 2022

Jan 14, 2022

COPPELL, TX

Team lift out

RIA to RIA

6.7%