SH
Steven J. Heussner
ACCELERATE RETIREMENT
McKinney, TX 75072
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CRD#: 1878545
SH
Professional summary
Steven James Heussner is a registered financial advisor currently at ACCELERATE RETIREMENT located in Mckinney, Texas and M HOLDINGS SECURITIES, INC. located in Mckinney, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Steven has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) ALKEME INSURANCE SERVICES - 5/01/2024 - 6675 Mediterranean Drive, Suite 301,McKinney, TX 75072 - Insurance agent, Sales, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 1/6/1991 - 6675 Mediterranean Drive, Suite 301, McKinney, TX 75072 - Agent, Sales, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) ACCELERATE INVESTMENT ADVISORS LLC - 5/1/2024 - 6675 Mediterranean Drive, Suite 301, McKinney, TX 75072 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) MOGUL WEALTH STRATEGIES LLC - 6/1/2024 - 6675 Mediterranean Dr., McKinney, TX 75072 - Advisor, Selling life insurance, 401k's and retail accounts, Invt Rel, 40 hrs/mo; 30 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Heussner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 7, 2024 - Present
ACCELERATE RETIREMENT
Office #1: 6675 Mediterranean Drive Suite 301, Mckinney, TX 75072RIA
CRD#: 325859
McKinney, TX
Current
December 9, 2024 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 6675 Mediterranean Drive Suite 301, Mckinney, TX 75072RIA
BD
CRD#: 43285
McKinney, TX
Past
May 9, 2024 - December 13, 2024
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
February 27, 2001 - May 2, 2024
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
FRISCO, TX
Past
October 21, 1988 - May 2, 2024
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FRISCO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/14/2025)
RR
Florida(5/6/2025)
IAR
Texas(5/7/2024)
RR
Texas(12/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
Red Flags
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