Steven
Heussner
Accelerate Retirement
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About this Advisor
Steven Heussner is a financial advisor based in Mckinney, Texas, working with Accelerate Retirement. Steven has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Heussner Insurance Agency, First Benefits, Mogul Wealth Strategies LLC, Mogul Insurance Agency, LLC, Eagle Strategies LLC, The Leaders Group, Inc, Accelerate Investment Advisors LLC, Alkeme Insurance Services, and as an Independent Insurance Agent. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Steven is part of Accelerate Retirement, which operates out of Mckinney, Texas. The firm has 10 offices and 21 employees. The firm manages assets totaling $104.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Accelerate Retirement includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Accelerate Retirement Brokerage Details
$104,001,238
21
364
$285,718
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Steven Heussner Work History
The Leaders Group, Inc
Accelerate Investment Advisors LLC
Alkeme Insurance Services
Mogul Insurance Agency, LLC
Mogul Wealth Strategies LLC
Independent Insurance Agent
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
First Benefits
Heussner Insurance Agency
Disclosures
Please visit the SEC profile of Steven Heussner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accelerate Retirement
Matthews, NC
Aliso Viejo, CA
Scottsdale, AZ
Aliso Viejo, CA
Houston, TX
San Diego, CA
Long Beach, CA
Aliso Viejo, CA
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