Kyle
Hammerschmidt
Mokan Wealth Management
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About this Advisor
Kyle Hammerschmidt is a financial advisor based in Overland Park, Kansas, working with Mokan Wealth Management. Kyle has previously held positions at Mokan Retirement, Brookstone Capital Management LLC, Retirement Wealth Advisors, LLC, Adult Financial Education Services, Retire Ready Academy, Mokan Wealth Management, Mokan Solutions, and Creativeonewealth, LLC. Kyle has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Kyle is part of Mokan Wealth Management, which operates out of Overland Park, Kansas. The firm has one employee and manages assets totaling $110.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Mokan Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Mokan Wealth Management Brokerage Details
$110,359,380
1
397
$277,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kyle Hammerschmidt Work History
Mokan Wealth Management
Retire Ready Academy
Creativeonewealth, LLC
Retirement Wealth Advisors, LLC
Adult Financial Education Services
Mokan Solutions
Brookstone Capital Management LLC
Mokan Retirement
Disclosures
Please visit the SEC profile of Kyle Hammerschmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mokan Wealth Management
Overland Park, KS
Overland Park, KS
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