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Nathan Mark Bohannon

MKD WEALTH COACHES, LLC·TROY, Michigan
Series 6, Series 7, Series 66CFPClean record16 years registeredMKD WEALTH COACHES, LLC
1301 W. LONG LAKE ROAD, TROY, MI 48098CRD# 4518569Firm CRD# 144994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Mark Bohannon · TROY, MI
Registration
CRD #4518569 · MKD WEALTH COACHES, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MKD WEALTH
Aug 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 66
Registration record
First registered · August 3, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MKD WEALTH COACHES, LLC
CRD 144994 · SEC 801-68330
AUM
$360M
Regulatory assets under management
Employees
12
1,091 client accounts
Services offered by MKD WEALTH COACHES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MKD WEALTH COACHES, LLC →
Introduction

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Frequently Asked Questions

What services does Nathan Mark Bohannon offer?
Nathan Mark Bohannon specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are Nathan Mark Bohannon's credentials?
Nathan Mark Bohannon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nathan Mark Bohannon located?
Nathan Mark Bohannon is based in TROY, Michigan, working with MKD WEALTH COACHES, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Nathan Mark Bohannon charge for services?
Nathan Mark Bohannon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MKD WEALTH COACHES, LLC?
MKD WEALTH COACHES, LLC has approximately 12 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MKD WEALTH COACHES, LLC

Joseph Edgar Mackey
TROY, MI
John Michael Dankovich
TROY, MI
Michael Brian Komara
AUBURN HILLS, MI
ChFC

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