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Steve Heussner Email & Phone Number

Registered Representative at M Holdings Securities, Inc.
Location: Mckinney, Texas, United States 11 work roles 2 schools
2 work emails found @mogulwealth.com 3 phones found area 214 and 469 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email s****@mogulwealth.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Registered Representative
Location
Mckinney, Texas, United States
Company size

Who is Steve Heussner? Overview

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Quick answer

Steve Heussner is listed as Registered Representative at M Holdings Securities, Inc., a company with 12 employees, based in Mckinney, Texas, United States. AeroLeads shows a work email signal at mogulwealth.com, phone signal with area code 214, 469, and a matched LinkedIn profile for Steve Heussner.

Steve Heussner previously worked as CEO at Mogul Wealth Strategies, Llc and Principal at Alkeme Insurance. Steve Heussner holds B.S.E., Civil-Geological Engineering from Princeton University.

Company email context

Email format at M Holdings Securities, Inc.

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{first}@mogulwealth.com
89% confidence

AeroLeads found 2 current-domain work email signals for Steve Heussner. Compare company email patterns before reaching out.

Profile bio

About Steve Heussner

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Mogul Wealth Strategies, LLC, and its representatives are properly licensed or exempt from licensure. Accelerate Investment Advisors LLC and The Leaders Group, Inc. are separate and unaffiliated entities. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Mogul Wealth Strategies, LLC unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.Arkansas License Number 1190268California License Number OB64476

Listed skills include Employee Benefits, Insurance, Risk Management, Strategic Planning, and 21 others.

Current workplace

Steve Heussner's current company

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M Holdings Securities, Inc.
M Holdings Securities, Inc.
Registered Representative
McKinney, TX, US
Employees
12
AeroLeads page
11 roles · 38 years

Steve Heussner work experience

A career timeline built from the work history available for this profile.

Ceo

Current
Mogul Wealth Strategies, Llc

Insurance & investment professional providing a wide range of services to business owners and executives. 401k, group medical insurance, employee benefits, estate planning, business succession planning, life insurance, investments & wealth management. Workforce health & productivity risk management and wellness consulting.

Sep 2011 - Present

Financial Adviser

New York, NY, US

Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

2001 - Apr 2024

Registered Representative

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

Oct 1988 - Apr 2024

Agent

New York, New York, US

Agent licensed to sell insurance through New York Life Insurance Company

Jan 1988 - Apr 2024

President

American Construction Benefits Group, Llc

Captive insurance company insuring large commercial construction companies. Construction benefits and wellness specialists. Employee health and productivity risk management.

Jul 2005 - Sep 2011

President

Heussner Insurance Agency, Inc
1988 - 2008 ~20 yrs

Financial Anlayst

Fina Oil & Chemical Company

Financial analyst in the Strategic Planning division of the Marketing Department at what was Fina Oil & Chemical Company. Crunched numbers on the acquisition and/or divestiture of service stations, pipelines, barges, warehouses, etc.

Jul 1984 - Jul 1987
2 education records

Steve Heussner education

B.S.E., Civil-Geological Engineering

Princeton University

Education record

Brighton High School
FAQ

Frequently asked questions about Steve Heussner

Quick answers generated from the profile data available on this page.

What company does Steve Heussner work for?

Steve Heussner works for M Holdings Securities, Inc..

What is Steve Heussner's role at M Holdings Securities, Inc.?

Steve Heussner is listed as Registered Representative at M Holdings Securities, Inc..

What is Steve Heussner's email address?

AeroLeads has found 2 work email signals at @mogulwealth.com for Steve Heussner at M Holdings Securities, Inc..

What is Steve Heussner's phone number?

AeroLeads has found 3 phone signal(s) with area code 214, 469 for Steve Heussner at M Holdings Securities, Inc..

Where is Steve Heussner based?

Steve Heussner is based in Mckinney, Texas, United States while working with M Holdings Securities, Inc..

What companies has Steve Heussner worked for?

Steve Heussner has worked for M Holdings Securities, Inc., Mogul Wealth Strategies, Llc, Alkeme Insurance, Accelerate Retirement, and The Leaders Group, Inc..

How can I contact Steve Heussner?

You can use AeroLeads to view verified contact signals for Steve Heussner at M Holdings Securities, Inc., including work email, phone, and LinkedIn data when available.

What schools did Steve Heussner attend?

Steve Heussner holds B.S.E., Civil-Geological Engineering from Princeton University.

What skills is Steve Heussner known for?

Steve Heussner is listed with skills including Employee Benefits, Insurance, Risk Management, Strategic Planning, Investments, Management, Mergers And Acquisitions, and Finance.

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