LIFEWAY FINANCIAL CORPORATION
CRD #114276 SEC #801-61800 PLANO, TX 972-378-3677
SEC Registered
Total AUM
$338.9M
Discretionary
$338.9M
Employees
6
Clients
51
Accounts
476
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARCIA, LACEY, LEDESMA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| GARCIA, LACEY, LEDESMA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| GARCIA, LACEY, LEDESMA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| GARCIA, LACEY, SUSANNA | I | DIRECTOR OF OPERATIONS | NA | Control |
| GARCIA, LACEY, SUSANNA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| GARCIA, LACEY, SUSANNA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| GARCIA, LACEY, SUSANNA | I | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSLEY, SUSAN, LUCILLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNSON, DAVID, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| TOUCHSTONE, TREY, HOUSTON | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | VICE PRESIDENT/TREASURER | C | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| MCKEE, GERROND, DALLAS | I | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
| TOUCHSTONE, TREY, HOUSTON | I | DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017) | B | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (1)
TX
Address
ONE LEGACY TOWN CENTER7160 DALLAS PARKWAY, SUITE 520
PLANO, TX 75024
United States
Phone: 972-378-3677