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MKD WEALTH COACHES, LLC
MKD WEALTH COACHES, LLC
TROY, Michigan
·
6 registered advisors
·
CRD# 144994
SEC# 801-68330
1
248-418-5100
01
Firm Overview
AUM
$360M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MKD WEALTH COACHES, LLC
6 registered advisors
John Michael Dankovich
TROY, Michigan
CRD# 1413703
Joseph Edgar Mackey
TROY, Michigan
CRD# 4531242
Lori Tollefson Williams
TROY, Michigan
CRD# 5438816
Michael Brian Komara
AUBURN HILLS, Michigan
CRD# 2345326
Nathan Mark Bohannon
TROY, Michigan
CRD# 4518569
Timothy Dennis Mrock
TROY, Michigan
CRD# 5903170
05
Office Locations
TROY, Michigan
5 advisors
AUBURN HILLS, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. MKD WEALTH COACHES, LLC (CRD# 144994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.