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Advisor at MOKAN WEALTH MANAGEMENT
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MOKAN WEALTH MANAGEMENT | Independent wealth | Jan 12, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Mar 16, 2022 | Dec 7, 2023 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jul 9, 2019 | Mar 17, 2022 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|WICHITA, KS | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jan 12, 2017 | Jul 8, 2019 | no | Overland Park, KS|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | MOKAN WEALTH MANAGEMENT | Dec 7, 2023 | Jan 12, 2024 | 36 | Firm change | RIA to RIA |
| BROOKSTONE WEALTH ADVISORS, LLC | CREATIVEONE WEALTH, LLC | Mar 17, 2022 | Mar 16, 2022 | -1 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | BROOKSTONE WEALTH ADVISORS, LLC | Jul 8, 2019 | Jul 9, 2019 | 1 | Firm change | RIA to RIA |