Overview
Description of Advisory Firm
MOKAN Wealth Management Inc. is registered as an Investment Adviser with the States of Kansas, Missouri,
and Texas. Kyle Hammerschmidt is the principal owner of MOKAN Wealth Management Inc. As of March 19,
2024 MOKAN Wealth Management Inc reports $110,359,380 in discretionary Assets Under Management.
Types of Advisory Services
Investment Management Services (MOKAN Wealth Management manages accounts)
We are in the business of managing individually tailored investment portfolios. Our firm provides continuous
advice to a client regarding the investment of Client funds based on the individual needs of the Client. Through
personal discussions in which goals and
objectives based on a client’s particular circumstances are established, we
develop a client’s personal investment policy or an investment plan with an asset allocation target and create and
manage a portfolio based on that policy and allocation targets. We will also review and discuss a client’s prior
investment history, as well as family composition and background.
Account supervision is guided by the stated objectives of the Client (e.g., maximum capital appreciation, growth,
income, or growth, and income), as well as tax considerations. Clients may impose reasonable restrictions on
investing in certain securities, types of securities, or industry sectors. Fees pertaining to this service are outlined in