Mkd Wealth Coaches, LLC
Mkd Wealth Coaches, LLC (CRD# 144994) is a financial advisory firm headquartered in Troy, MI. They manage $175,788,381 in 1,358 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management176MILLION
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Total Number of Accounts1,358ACCOUNTS
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Average Account Value$129,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, TX
Nathan Bohannon (CRD# 4518569) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Auburn Hills, MI and has over 8 years of experience in the finance industry. Nathan Bohannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Komara (CRD# 2345326) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Auburn Hills, MI and has over 25 years of experience in the finance industry.
Cassandra Beardslee (CRD# 6219663) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 4 years of experience in the finance industry. Cassandra Beardslee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Dankovich (CRD# 1413703) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 18 years of experience in the finance industry.
Joseph Mackey (CRD# 4531242) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Auburn Hills, MI and has over 16 years of experience in the finance industry.
Jon Hodges (CRD# 2850383) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Auburn Hills, MI and has over 21 years of experience in the finance industry.