CoSource Financial Group LLC Employee Directory

Q: What is CoSource Financial Group LLC known for?

CoSource Financial Group LLC was founded in 2001. CoSource Financial Group LLC operates in the Financial Services industry.

Q: How many employees does CoSource Financial Group LLC have currently?

CoSource Financial Group LLC has approximately 9 employees.

Financial ServicesUnited States2-10 Employees

CoSource Financial Group has over 20 years of experience working with employer sponsored retirement plans. We manage plans along the Gulf Coast with our largest presence being in Louisiana and Texas. The goal of our firm is to provide clients with the best retirement plan experience possible. We accomplish this through our, diligent investment monitoring, hands on employee education programs, and building meaningful relationships with company owners, plan trustees, and HR managers.    

Services Offered: 
     401(k) Plan Design and Administration
     Executive Benefit Plans 
     Financial Wellness for the Work Place
     Fiduciary Consulting Services  
     Individual Financial Planning / Advising 

Disclosures: Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment Advisory Services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated Insurance Agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Find CoSource Financial Group LLC employees' phone numbers or email addresses

CoSource Financial Group LLC Global Highlights

North America
12

United States Of America
12

CoSource Financial Group LLC's Leadership

S. H.
Owner
Mobile Phone
Email
D. S.
Client Relationship Manager
Mobile Phone
Email
J. C.
Financial Advisor
Mobile Phone
Email
M. P.
Financial Services Coordinator
Mobile Phone
Email
C. M.
Client Relations Coordinator
Mobile Phone
Email
J. D.
Financial Advisor
Mobile Phone
Email
T. L.
Financial Advisor
Mobile Phone
Email
T. T.
Financial Advisor
Mobile Phone
Email

CoSource Financial Group LLC Employee Metrics

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50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
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Contact profiles from CoSource Financial Group LLC

Name

Title

Contact Info

Location

Last Update

S. H.
Owner
Mobile Phone
Email
United StatesLouisiana
Feb 05, 2026
D. S.
Client Relationship Manager
Mobile Phone
Email
United StatesLouisiana
Oct 20, 2025
J. C.
Financial Advisor
Mobile Phone
Email
United StatesLouisiana
Jan 28, 2026
M. P.
Financial Services Coordinator
Mobile Phone
Email
United StatesLouisiana
Jul 28, 2025
C. M.
Client Relations Coordinator
Mobile Phone
Email
United StatesLouisiana
Oct 20, 2025
J. D.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Oct 27, 2025
T. L.
Financial Advisor
Mobile Phone
Email
United StatesLouisiana
Oct 16, 2024
T. T.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
J. D.
Mobile Phone
Email

Frequently Asked Questions

What is CoSource Financial Group LLC known for?

CoSource Financial Group LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at

+1-337-236-****

. Explore CoSource Financial Group LLC's company overview page for more information.

What is CoSource Financial Group LLC's most common email format?

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

How many employees does CoSource Financial Group LLC have currently?

CoSource Financial Group LLC has approximately 9 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are CoSource Financial Group LLC's key employees and leadership?

As of January 2026, CoSource Financial Group LLC's key employees include:

Owner: S. H.
Client Relationship Manager: D. S.
Financial Advisor: J. C.
Financial Services Coordinator: M. P.
Client Relations Coordinator: C. M.

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