Mk Strategic Equities logo

Mk Strategic Equities

Updated today

Client assets under management

$3,191,129

Clients

7

14% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

2

Very Low

Average account size

$455,876

About

MK Strategic Equities is a state‑registered advisory firm that manages roughly $3.2 million in client assets for seven family households, providing portfolio management, financial planning and periodic portfolio reviews for individual clients. Its services include AUM management with quarterly reporting as well as standalone flat‑fee and hourly planning engagements and account setup or review work for retirement and brokerage accounts.

The firm works collaboratively with clients to define goals, risk profiles and target asset allocations, implementing diversified portfolios primarily with mutual funds and ETFs and occasional individual securities. It follows a long‑term, buy‑and‑hold approach, monitors market trends (including technical analysis), and requires client approval before effecting trades, as all accounts are managed on a non‑discretionary basis.

Noteworthy features for a similarly sized supported firm include the entirely non‑discretionary structure and a very small, referral‑only client base, both of which are uncommon among peers. The firm operates as a fee‑only advisor (does not custody client funds or accept commissions), is staffed by three advisors with two independent contractor representatives, recently adopted RightCapital planning software, and carries errors-and-omissions insurance.

Client services

Portfolio management

Expertise

General retirement planning

Fee options

Fixed

Flat fees starting at $300 for establishing new accounts, portfolio reviews, and miscellaneous projects

Percentage

$0 - $500,000: 1% per year $500,001 - $1,000,000: 0.75% per year $1,000,001+: 0.5% per year

Project-based

$150 per hour

Other

Minimum fee: $500 per year, may be waived Fee-only: Advisor is fee-only, no commissions

Most active in

Nevada

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David K

Series 65

Dayton, NV

Mk Strategic Equities

David Kissner is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at MK Strategic Equities, an independent firm based in Dayton, NV. Outside of his advisory role, he teaches algebra and calculus through an online math tutoring business called Engaging Math Circles. MK Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six families. The firm emphasizes long-term, non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, offering flexible fee arrangements including AUM, flat fees, and hourly consulting.

General retirement planning
user avatar

Michael K

Series 63, Series 65

Dayton, NV

Mk Strategic Equities

Michael Kissner is the sole advisor at Mk Strategic Equities, an independent firm based in Dayton, NV. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having founded Mk Strategic Equities in 2010. Mk Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six client families. The firm offers ongoing portfolio management on a non-discretionary basis, as well as flat-fee and hourly consulting, focusing on long-term buy-and-hold strategies using mutual funds, ETFs, and occasional individual securities.

General retirement planning
user avatar

Marilyn K

Series 65

Dayton, NV

Mk Strategic Equities

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")