Kyle Hammerschmidt
Kyle Hammerschmidt is a registered investment advisor at Mokan Wealth Management, based in Overland Park, KS, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOKAN Wealth Management's annual advisory fee ranges between 1% and 1.5% of the value of your portfolio. The fee is calculated on the average daily balance and is paid monthly. Ongoing financial planning is included at no additional cost for clients who have MOKAN manage their investments.
Location
14221 Metcalf Ave #150, Overland Park, KS, 66223
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Regulatory History (1)
Regulatory
April 2024Other Business Activities
Kyle owns Retire Ready Academy, where he leads educational classes for retirees, dedicating about 10-20% of his time. He also co-owns Hammerdown Vacation Properties LLC, a real estate rental property, but spends no time on this activity.
Employment History
Current Registrations
Mokan Wealth Management
Previous Registrations
Creativeone Wealth, LLC
Retirement Wealth Advisors, LLC
Brookstone Capital Management LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.