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MOKAN WEALTH MANAGEMENT INC, CRD 328005
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Kyle Thomas Hammerschmidt | n/a | OVERLAND PARK, KS | 2 | 13 | 3 | no |
| Megan Elizabeth Ramshaw | Certified Financial Planner | OVERLAND PARK, KS | 1 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Hammerschmidt, Kyle, Thomas | OWNER & CCO | E | yes | 01/2017 | Apr 29, 2024 | Jun 7, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 28, 2026 | $250M | $250M | 4 | 3 | 0 | n/a | n/a |
| 2024 | Feb 11, 2025 | $175M | $175M | 3 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 50.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $250M | $175M | 43.3% | n/a | n/a | 4 | 3 | 0 | 0 |