Steven Heussner (CRD# 1878545) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 35 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mogul Insurance Agency, LLC | Frisco, TX | Jul 2017 - Current | 6 |
| Mogul Wealth Strategies LLC | Dallas, TX | Apr 2007 - Current | 17 |
| Nylife Securities LLC | Dallas, TX | Sep 1988 - Current | 35 |
| New York Life Insurance Company | Dallas, TX | Jan 1988 - Current | 36 |
| Eagle Strategies LLC | Dallas, TX | Jan 1988 - Current | 36 |
| First Benefits | Dallas, TX | Oct 2006 - Jul 2017 | 10 |
| Heussner Insurance Agency | Dallas, TX | Jul 2003 - Jul 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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