How has 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s team size changed over time?

1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s team has decreased from approximately 41 to 34 employees based on available data.

1847 Financial (formerly known as Penn Mutual Wealth Strategies) Employee Directory

Q: What is the largest department at 1847 Financial (formerly known as Penn Mutual Wealth Strategies)?

The largest department at 1847 Financial (formerly known as Penn Mutual Wealth Strategies) is Finance with 22 employees.

Financial ServicesTexas, United States11-50 Employees

1847 Financial operates as a national network of financial services firms aligned with Penn Mutual and its HTK partner. It supports advisers with customized planning and local coaching to help build durable, client-focused life insurance and wealth-management practices. Based in Addison, Texas, the organization promotes itself as an affiliation option for professionals seeking the backing of a mutual company and a broker-dealer partner.

Its target market comprises high-performing financial professionals and their teams seeking a primary company affiliation with Penn Mutual and HTK, which provides securities and advisory services. In 2025, the firm announced the appointment of Brandon Mann as Managing Principal for Utah/Arizona, reflecting leadership expansion.

1847 Financial (formerly known as Penn Mutual Wealth Strategies) Global Highlights

North America
59

United States Of America
59

Asia
1

Pakistan
1

1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s Leadership

B. R.
Chief Executive Officer
Mobile Phone
Email
S. K.
Chief Financial Officer / Financial Operations
Mobile Phone
Email
L. V.
Vice President Of Investment Services
Mobile Phone
Email
A. M.
Managing Partner
Mobile Phone
Email
J. R.
Interim President
Mobile Phone
Email
M. S. S.
Senior Partner Financial Advisor
Mobile Phone
Email
K. G.
Associate Vp
Mobile Phone
Email
K. G.
Associate / Vice President
Mobile Phone
Email

1847 Financial (formerly known as Penn Mutual Wealth Strategies) Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Finance
Accounting
Other
Administrative

Contact profiles from 1847 Financial (formerly known as Penn Mutual Wealth Strategies)

Name

Title

Contact Info

Location

Last Update

A. M.
Managing Partner
Mobile Phone
Email
Jan 01, 2024
B. R.
Chief Executive Officer
Mobile Phone
Email
Jun 27, 2025
J. R.
Interim President
Mobile Phone
Email
Oct 21, 2024
M. S. S.
Senior Partner Financial Advisor
Mobile Phone
Email
United StatesTexas
Sep 12, 2024
S. K.
Chief Financial Officer / Financial Operations
Mobile Phone
Email
Mar 20, 2024
K. G.
Associate Vp
Mobile Phone
Email
United StatesTexas
May 29, 2026
K. G.
Associate / Vice President
Mobile Phone
Email
May 31, 2026
L. V.
Vice President Of Investment Services
Mobile Phone
Email
Aug 06, 2024
D. A.
Managing Director
Mobile Phone
Email
Oct 19, 2025
J. C.
Firm Director
Mobile Phone
Email
United StatesTexas
May 30, 2026

Frequently Asked Questions

What is 1847 Financial (formerly known as Penn Mutual Wealth Strategies) known for?

1847 Financial (formerly known as Penn Mutual Wealth Strategies) was founded in 1847 operates in the Financial Services industry. The company's main headquarters is located in 15851 North Dallas Parkway Suite 100 Addison, Texas 75001 United States; you can contact the main corporate office by phone at

+1-765-289-****

. Explore 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s company overview page for more information.

What is 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s most common email format?

1847 Financial (formerly known as Penn Mutual Wealth Strategies) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1847 Financial (formerly known as Penn Mutual Wealth Strategies) email formats with LeadIQ.

How many employees does 1847 Financial (formerly known as Penn Mutual Wealth Strategies) have currently?

1847 Financial (formerly known as Penn Mutual Wealth Strategies) has approximately 38 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s key employees and leadership?

As of May 2026, 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s key employees include:

Chief Executive Officer: B. R.
Chief Financial Officer / Financial Operations: S. K.
Vice President Of Investment Services: L. V.
Managing Partner: A. M.
Interim President: J. R.

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1847 Financial (formerly known as Penn Mutual Wealth Strategies) Employee Directory

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