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- Custodian
- --
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 08-10-2010
- Office Locations
- 1
Office Locations
About MK Strategic Equities
MK Strategic Equities is a Dayton, NV-based retail advisory firm serving individuals from mid-career through retirement. It focuses on wealth building and retirement planning, including 401(k)/Roth IRA strategy, maximizing employer benefits, retirement income planning, and portfolio preservation with an eye toward generational wealth. Public profile data points to portfolio construction and tax planning, with equity/ETF implementation and SEI as a key platform.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL CHARLES KISSNER
Chief Executive Officer
- CRD
- #2471528
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David Michael Kissner
Financial Advisor
- CRD
- #6743456
Marilyn Lee Kissner
--
- CRD
- #6741479
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,191,129 | -- |
| Total | $3,191,129 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,191,129
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,829,603,246 | 76.2% |
| Equity - Exchange | $1,196,122,798 | 23.8% |
| Total | $5,025,726,044 | 100.0% |