Steven Heussner
Steven Heussner is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in McKinney, TX, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
6675 Mediterranean Drive, Suite 301, McKinney, TX, 75072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent for Alkeme Insurance Services and an independent insurance agent, dedicating about 10-20% of his time to each. He is also an IAR for Accelerate Investment Advisors LLC and an advisor for Mogul Wealth Strategies LLC, selling life insurance, 401ks and retail accounts, dedicating about a quarter of his time to each.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Accelerate Retirement
Previous Registrations
The Leaders Group, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.