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).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    1,358
    ACCOUNTS
  • Average Account Value
    $129,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Mkd Wealth Coaches, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nathan M. Bohannon
CRD#: 4518569
691 N. Squirrel Road, Suite 101, Auburn Hills, MI 48326
96
Wealthminder
score

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.

2
Michael B. Komara
CRD#: 2345326
691 N. Squirrel Road, Suite 101, Auburn Hills, MI 48326
96
Wealthminder
score

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.

3
Cassandra Beardslee
CRD#: 6219663
1301 W. Long Lake Road, Suite 210, Troy, MI 48098
93
Wealthminder
score

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.

4
John M. Dankovich
CRD#: 1413703
1301 W. Long Lake Road, Suite 210, Troy, MI 48098
86
Wealthminder
score

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.

5
Joseph E. Mackey
CRD#: 4531242
691 N. Squirrel Road, Suite 101, Auburn Hills, MI 48326
83
Wealthminder
score

Joseph Mackey (CRD# 4531242) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Auburn Hills, MI and has over 15 years of experience in the finance industry.

6
Jon P. Hodges
CRD#: 2850383
691 N. Squirrel Rd., Suite 101, Auburn Hills, MI 48326
81
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.