Chisholm Trail Financial Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Chisholm Trail Financial Group is a full-service financial services firm. We use a six-stage process for the customization, implementation, and monitoring of each and every client. This process is driven by stewardship principles that promote four core values of protection, independence, dignity, and legacy. 

As advocates for our clients, their families, and their business partners, we provide financial education to help them discover opportunities and address potential blind spots. 

Our strong, in-house support team includes a comprehensive list of specialists who enable us to provide personalized solutions for creating, managing, and distributing wealth.

Registered associates of Chisholm Trail Financial Group are registered representatives of Lincoln Financial Securities Corp.  Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC.  Branch Office:  109 South Harris Street, Suite 220, Round Rock, TX 78664.  Chisholm Trail Financial Group is not an affiliate of Lincoln Financial Securities.

Find Chisholm Trail Financial Group employees' phone numbers or email addresses

Chisholm Trail Financial Group Global Highlights

North America
27

United States Of America
26
Canada
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Germany
1

Chisholm Trail Financial Group's Leadership

W. W.
Chief Executive Officer
Mobile Phone
Email
J. E.
Owner
Mobile Phone
Email
D. B.
Vice President
Mobile Phone
Email
B. B.
Vice President
Mobile Phone
Email
K. D.
Director Of Operations
Mobile Phone
Email
M. G.
Director Of Property And Casualty Insurance Division
Mobile Phone
Email
L. A.
Executive Director
Mobile Phone
Email
A. M.
Manager
Mobile Phone
Email

Chisholm Trail Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Accounting
Other

Contact profiles from Chisholm Trail Financial Group

Name

Title

Contact Info

Location

Last Update

M. M.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
M. P.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Jul 31, 2025
A. K.
Registered Administrative Professional
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
B. B.
Mobile Phone
Email
United StatesTexas
Nov 05, 2025

Frequently Asked Questions

What is Chisholm Trail Financial Group known for?

Chisholm Trail Financial Group operates in the Financial Services industry. The company's main headquarters is located in 109 South Harris Street #220 Round Rock, Texas 78664 United States; you can contact the main corporate office by phone at

+1-512-671-****

. Explore Chisholm Trail Financial Group's company overview page for more information.

What is Chisholm Trail Financial Group's most common email format?

Chisholm Trail Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chisholm Trail Financial Group email formats with LeadIQ.

How many employees does Chisholm Trail Financial Group have currently?

Chisholm Trail Financial Group has approximately 19 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Chisholm Trail Financial Group's key employees and leadership?

As of February 2026, Chisholm Trail Financial Group's key employees include:

Chief Executive Officer: W. W.
Owner: J. E.
Vice President: D. B.
Vice President: B. B.
Director Of Operations: K. D.

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