Kyle Hammerschmidt
Advisor at MOKAN Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at MOKAN Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Overland Park, KS 66223
Credentials
Series 65
Industry experience
9 years
Kyle Hammerschmidt is a financial advisor at MOKAN Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at firms including CreativeOneWealth, LLC and Retirement Wealth Advisors, LLC. Hammerschmidt also leads educational classes for retirees through Retire Ready Academy. MOKAN Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm primarily constructs passive portfolios using index mutual funds and ETFs, manages accounts on a discretionary basis with quarterly reviews, and integrates fundamental, technical, cyclical, and charting analysis in its investment process.
Based on MOKAN Wealth Management
Financial Plan Creation fee of $2,500 - $3,500
1.0% to 1.5% annually
Ongoing Financial Planning fee $500 - $750 per month; High-Net-Worth Ongoing Financial Planning fee $2,000 - $5,000 per month
14221 Metcalf Ave #150
Overland Park, KS 66223
Kansas · Missouri · Texas
CreativeOneWealth, LLC
2022 - 2023 (1 year)
Mokan Wealth Management
2021 - Present (5 years)
Retire Ready Academy
2020 - Present (6 years)
Mokan Solutions
2019 - 2019 (1 year)
Adult Financial Education Services
2019 - 2019 (1 year)
Retirement Wealth Advisors, LLC
2019 - 2022 (3 years)
Brookstone Capital Management LLC
2017 - 2019 (2 years)
Mokan Retirement
2013 - 2016 (3 years)
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