Steven James Heussner

Current Employers

Employment History

• 01/1988 → 04/2024
  New York Life Insurance Company
  Dallas, TX
• 09/1988 → 04/2024
  Nylife Securities Llc
  Dallas, TX
• 07/2003 → 07/2017
  Heussner Insurance Agency
  Dallas, TX
• 10/2006 → 07/2017
  First Benefits
  Dallas, TX
• 04/2007 → 05/2024
  Mogul Wealth Strategies Llc
  Mckinney, TX
• 07/2017 → 05/2024
  Mogul Insurance Agency, Llc
  Mckinney, TX
• 01/1988 → 04/2024
  Eagle Strategies Llc
  Dallas, TX
• 05/2024 → 12/2024
  The Leaders Group, Inc.
  Littleton, CO
• 05/2024 → Present
  Accelerate Investment Advisors Llc
  Aliso Viejo, CA
• 05/2024 → Present
  Alkeme Insurance Services
  Mckinney, TX
• 01/1991 → Present
  Independent Insurance Agent
  Mckinney, TX
• 12/2024 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2001-02-27 → 2024-05-02
  Eagle Strategies Llc
  Mckinney, TX
  Dallas, TX
  Frisco, TX
  Frisco, TX

Other Businesses

1)Independent Insurance Agent; 6675 Mediterranean Dr., STE 301, McKinney, TX 75072; Insurance; Investment related; Insurance Agent; Sell Insurance; 1/6/1991; 10 ho/mo; 10 ho/mo during trading hours. 2) SRKE Holdings, LLC; 1105 Pecan Hollow Trail, McKinney, TX 75072; Estate planning entity; Investment related; Manager; Investments in private equity or real estate; 2/19/21; 3 ho/mo; 3 ho/mo during trading hours. 3)Alkeme Insurance Services dba Alkeme Financial; 6675 Mediterranean Drive, STE 301, McKinney, TX 75072; M Financial Group Member Firm Principal; Investment related; Principal; Insurance Sales; 1/5/2024; 200 ho/mo; 160 ho/mo during trading hours. 4)Accelerate Investment Advisors LLC dba Accelerate Retirement; 6675 Mediterranean Drive, STE 301, McKinney, TX 75072; RIA; Investment related; IAR; 401Ks and managed accounts; 5/7/24; 200 ho/mo; 160 ho/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-11
• S63 Uniform Securities Agent State Law Examination
  1988-10-24

Designations