Mk Strategic Equities
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees starting at $300 for establishing new accounts, portfolio reviews, and miscellaneous projects
$0 - $500,000: 1% per year $500,001 - $1,000,000: 0.75% per year $1,000,001+: 0.5% per year
$150 per hour
Minimum fee: $500 per year, may be waived Fee-only: Advisor is fee-only, no commissions
Main office
Dayton NV
Advisors at this office
3
Most active in
Nevada
Also doing business as
Michael Charles Kissner · Mk Strategic Equities
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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.
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.
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.
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