Joseph
Mackey

Mkd Wealth Coaches, LLC

CRD#4531242
Investment Advisor
in Troy, MI

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About this Advisor

Joseph Mackey is a financial advisor who works in Troy, Michigan with a total of 13 years of industry experience. Mackey works at Mkd Wealth Coaches, LLC. Throughout their career, they have worked at Mackey Komara & Dankovich, LLC (Mkd Wealth Coaches, LLC) and Mkd Wealth Coaches, LLC. Mackey holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California, Michigan and Texas. Mkd Wealth Coaches, LLC is a registered investment firm based out of Troy, MI. The firm has a total of 13 people on staff. It has $309 million in total assets among its 1,055 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,055 customer accounts, 49% are held by high-net-worth clients who have at least $1 million in assets available to invest. 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. Financial advisory fees typically are based on the type of services offered. However, fee types charged by Mkd Wealth Coaches, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 W Long Lake Rd Ste 210
Troy, MI 48098

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Mkd Wealth Coaches, LLC Brokerage Details

Total Assets Under Management

$309,390,268

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

1,055

MI Average: 1,586
Average Account Size

$293,261

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Joseph Mackey Work History

Joseph has been registered as a financial advisor for 13 years.*

2017 - Present (7 years)

Mkd Wealth Coaches, LLC

2006 - 2017 (11 years)

Mackey Komara & Dankovich, LLC (Mkd Wealth Coaches, LLC)

*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 Joseph Mackey 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

Nathan Bohannon
Auburn Hills, MI
John Dankovich
Troy, MI
Joseph Mackey
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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