Cassandra
Beardslee
Mkd Wealth Coaches, LLC
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About this Advisor
Cassandra Beardslee is a certified financial planner who works out of Troy, Michigan, with 7 years of industry experience. Beardslee is currently employed by Mkd Wealth Coaches, LLC. Over the course of their career, they have held roles at Bloomberg Lp, Mkd Wealth Coaches, Ubs Financial Services, Inc and Mkd Wealth Coaches, LLC. Beardslee has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Mkd Wealth Coaches, LLC is a financial advisory company that has its headquarters in Troy, MI. The investment advisory business has a total of 13 advisors. It manages $309 million in assets among its 1,055 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,055 accounts, 49% are held by high-net-worth individuals who have more than $1 million in assets. Mkd Wealth Coaches, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Mkd Wealth Coaches, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mkd Wealth Coaches, LLC Brokerage Details
$309,390,268
13
1,055
$293,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cassandra Beardslee Work History
Cassandra has been registered as a financial advisor for 7 years.*
Mkd Wealth Coaches, LLC
Mkd Wealth Coaches
Ubs Financial Services, Inc
Ubs Financial Services, Inc
Bloomberg Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cassandra Beardslee 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 Mkd Wealth Coaches, LLC
Troy, MI
Auburn Hills, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
