HFM Investment Advisors
42yrs
Top 1% by experience in Newark
35yrs
Stephen Target
Full name on record: Stephen Christopher Target
Financial advisor at M Holdings Securities
Stephen Target is a fiduciary financial advisor in Newark, Delaware, with 35 years in the industry. Stephen joined M Holdings Securities in 2023, after seven years at N1 Advisors and five years at Pillar Wealth Advisors. Stephen holds the ChFC designation.
One of 167 advisors with offices in Newark, and one of 161 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Newark
Office131 Continental Dr., Suite 206, Newark, DE 19713
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$693,844
Advisors at the firm178
States licensed ?1 state
Services through M Holdings Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowM Holdings Securities, Inc.Current firm
- 2016 – 2023N1 AdvisorsPreviously
- 2011 – 2016Pillar Wealth Advisors, LLCPreviously
- 2008 – 2016Hornor, Townsend & Kent, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call M Holdings Securities at 800-656-6960 and ask for Stephen Target. Stephen works from the Newark, DE office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1991, about 35 years. Top 8% by experience in Newark.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
M Holdings Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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