Kyle Hammerschmidt
Tax-First Retirement Planning for Married Couples With $2 Million or More in 401
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MOKAN Wealth Management
Kyle Hammerschmidt
Overland Park, KS
Serving Clients Nationwide
Tax-First Retirement Planning for Married Couples With $2 Million or More in 401
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- High Net Worth Retirement Planning
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Taxes
- Wealth Management
About Kyle Hammerschmidt
Hi, I am Kyle Hammerschmidt, Founder of MOKAN Wealth Management.Our mission is straightforward: help married couples with $2 million or more in 401(k)s and IRAs keep more of what they built and pay less in taxes. Without the jargon, the generic advice, or the pie chart that passes for a retirement plan.
I created the Retire Ready Roadmap™, a tax-first retirement planning system built to answer the retirement questions that keep you up at night.
Taxes touch every part of retirement. Income, investments, healthcare, and legacy. Most retirement plans address one of those areas. The Retire Ready Roadmap™ connects all of them into one coordinated tax-first plan using the Rothification Method™.
If you are a married couple within 10 years of retirement with $2 million or more saved in 401(k)s and IRAs and want to know whether your current plan actually covers everything it should, let's talk.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is a registered investment advisor with the SEC. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets, or developments mentioned.
Affiliations
- BBB Accredited Business
Primary Location
14221 Metcalf Ave #102, Overland Park, KS 66223
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
Retirement Fit Meeting Schedule a complimentary 45-minute meeting to see what working with MOKAN looks like and decide whether the Retire Ready Roadmap™ is the right next step. This probably isn't right if you're just starting out, looking for quick tips, or not open to professional guidance. The plan is built for couples who have accumulated significant savings and need a tax strategy, not a stock pick. It's also not a fit if you're single with under $2 million saved, looking for hourly advice, or expecting a plan in a single session. The Retire Ready Roadmap™ takes about 21 days to build because it's tied to your specific numbers, not a template.Offers Investment Management
Yes
Education
Kansas State University
Hobbies and Interests
- Basketball
- Dogs
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Music
- Sports
- Swimming
- Traveling
- Walking
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Pre-Retirees
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 29, 2026
MOKAN has helped us plan for the transition to retirement. It has been more than simply investing our 401k: Walking us through tax strategies, when to turn on Social Security, pulling from Roth vs Traditional IRAs, minimizing Medicare IRMAA costs. And of course investing our retirement. Their calm, patience and knowledge have helped reduce our anxiety through this transition. It is a pleasure to work with Megan. We always look forward to our next meeting with her.
Relationship to Financial Advisor: Client as of Sep 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 26, 2026
We did a lot of research on wealth management firms in Johnson County and are really glad we ended up choosing MOKAN. Kyle, Megan R. and the whole team have been extremely professional and competent throughout the process so far. They understand the intricacies of retirement planning (including tax diversification strategies) and do a great job educating us along the way as they’re guiding our portfolio, helping us to make optimal decisions. Plus they’re just very nice people!
Relationship to Financial Advisor: Client as of Sep 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 15, 2026
MOKAN provided us a great action plan to set ourselves up for retirement success and they are working with us through every step. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 15, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 14, 2026
MOKAN is outperforming our expectations. We are very pleased with all their services. My husband and I work directly with Megan. She Is very approachable and always available to answer any questions we have. We highly recommend MOKAN Wealth Management.
Relationship to Financial Advisor: Client as of Sep 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 13, 2026
Our financial advisor, Megan, has been terrific during the entire on-boarding process. She explained and made us aware of the way that the accounts would be set up, funds allocated and distributed, and other tax-related issues that may/will arise in the future. I recommend MoKan Wealth, Kyle, and Megan to everyone!
Relationship to Financial Advisor: Client as of Sep 13, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2026
Kyle has done a great job on our portfolio. He has thought of all potential issues the market can have and has safe guarded are portfolio. It very comforting to have those safe guards in place.Kyle also provided a company to help us to transition from full time work to retirement, specifically for selection of the Medicare insurance and supplementsDonna Henry:The stock market to me is scary and I really don't understand it. I rely on my husband and Kyle. When the market is bad Kyle puts our a statement regarding it and it makes me feel so much better. When we have our in office meetings he really listens to my concerns. I totally trust in him. I'm so thankful that we found him.
Relationship to Financial Advisor: Client as of Sep 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 20, 2026
I knew that retirement planning was more than managing my 401k balance and deciding when to take social security. But after spending hours watching videos and reading articles, I was still even more confused about how to put together a money management plan that was more than guesswork. Kyle and his team put together a solid, tax-smart plan that also protects against downward market swings, especially in my early retirement years. I don't have to worry about this anymore.
Relationship to Financial Advisor: Client as of Aug 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 19, 2026
Retirement is far more complicated than I ever imagined. Kyle and the rest of the MoKAN team have been superb.
Relationship to Financial Advisor: Client as of Aug 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Have the best experience of accounting and taxation services from them.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2026
Meagan has been a tremendous help guiding my husband and I towards our retirement goals.
Relationship to Financial Advisor: Client as of Apr 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2026
Relationship to Financial Advisor: Client as of Apr 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 13, 2026
Kyle is really good. He listens well; he understands our goals for retirement and has helped us to set our course. We have a much better plan now that we have been working with him for the last two and a half years!
Relationship to Financial Advisor: Client as of Apr 13, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 11, 2026
Having Kyle as our financial planner has been a positive experience for us. Not only is he very knowledgeable but also very good at explaining involved financial matters in a way that’s easily understood. Kyle is patient and is dedicated to helping us achieve our retirement goals. Our relationship with Kyle has been tremendous and I highly recommend him to anyone in need of a financial planner!
Relationship to Financial Advisor: Client as of Apr 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 9, 2026
Kyle and his team are very helpful in keeping us inline with our goals!
Relationship to Financial Advisor: Client as of Apr 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 8, 2026
MOKAN wealth has a great team of professionals to guide you thru your investment and tax planning alternatives. Kyle is great to work with.
Relationship to Financial Advisor: Client as of Apr 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2026
Kyle and team continue to deliver a professional review of where our accounts stand, historical trends of similar economic cycles, and adjustments/recommendations to consider going forward. Blunt, honest but enjoyable, and I always learn something.
Relationship to Financial Advisor: Client as of Apr 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 1, 2026
I'm very pleased, working with Kyle, Megan and the MOKAN team. I'm confident in the strategies we have planned to achieve growth as I progress towards retirement.
Relationship to Financial Advisor: Client as of Apr 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 31, 2026
Kyle has been guiding me for 13 years and couldn’t be happier. Have great experience with his strategies and results. Love the personal relationship, enjoy seeing family pictures and his “it’s gonna be ok” reassurances with the communications he sends. The office has grown and everyone is great about follow throughs and keeping us well informed.
Relationship to Financial Advisor: Client as of Mar 31, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 31, 2026
Megan went over accounts we have, where we’re at and what we accumulated. Helped with making plan for my retirement and a dollar amount on withdrawals were comfortable with.
Relationship to Financial Advisor: Client as of Mar 31, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 26, 2026
Very knowledgeable. Doesn’t talk down to us when going over our numbers. Easy to make an appointment. Very friendly staff.
Relationship to Financial Advisor: Client as of Mar 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 19, 2026
MOKAN Wealth Management has been a great pre-retirement move for us! Kyle has grown our wealth beyond our expectation during the two and a half years we have been clients! His education and preparation for retirement has led us to soon enter this new stage with confidence in our understanding of how to live fully, enjoy the fruits of the years of labor. Kyle has a great team- always very responsive to requests and questions. We recommend Kyle Hammerschmidt and MOKAN Wealth Management as a 5 Star Retirement Planning Course and Financial Planning and Investment Manager.Paula & Larry Hollenbeck
Relationship to Financial Advisor: Client as of Feb 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2026
Best decision we did was attend the Retire Ready Seminar with Kyle. Megan is very helpful and we are pleased with the direction she has guided us.
Relationship to Financial Advisor: Client as of Feb 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
Best move I’ve ever made. Switching over to Kyle and Mo/Kan Wealth. They give sound advice and my portfolio is outpacing the Market. Not to mention the tax saving strategies we are putting in place. What more can you ask! Kyle and Megan have been huge in helping us feel comfortable with retiring and coming up with a roadmap to help support all our travel plans! Retirement here we come!
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 27, 2026
We’ve had a great experience working with Kyle and Megan at MOKAN Wealth Management. We first met Kyle after attending his Retire Ready Academy, which was incredibly informative and helped us feel confident taking the next step in our financial planning. Since then, they’ve helped us create a clear, workable strategy for retirement and guided us through tax-advantaged options we hadn’t fully understood before. Beyond financial planning, they’ve also connected us with other trusted professionals, which has been incredibly helpful. They’re knowledgeable, approachable, and take the time to explain things in a way that never feels rushed. We truly feel better prepared for the future and highly recommend Kyle and Megan at MOKAN Wealth Management.
Relationship to Financial Advisor: Client as of Jan 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Kyle and Megan do a wonderful job in providing guidance on how to manage our investments as we prepare for retirement. We appreciate all their support.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
I have been working with Kyle and team for about 2 years now. I was first introduced to Kyle after attending his Retire Ready seminar, which I highly recommend if your wondering how you are going to manage your retirement years. What he said made sense and shortly after our initial consultation, I became a client. I have been extremely happy with my decision and the professionalism he and his team have provided. Kyle spent, and still does, sufficient time to understand my personal situation, goals and investment strategy to provide me with a solid plan that includes not only wealth building and social security advice, but most importantly tax planning. I definitely did not get this type of service from my large brokerage account advisor. I am very pleased with Kyle, Megan and the entire team and this has taken the pressure and stress off my shoulders in managing my portfolio and trying to figure out how I’m going to create a retirement paycheck. I’ve been happily retired for 1.5 years and I have confidence and trust in our plan for the future and can rest easy knowing someone has my back. I would highly recommend you make an appointment with Kyle and his team to get retirement ready.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
Super affable and patient with my lack of financial experience! I feel confident in our future plan. Timely responses to questions and needs.
Relationship to Financial Advisor: Client as of Jan 15, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 11, 2026
We are extremely pleased with Kyle and Mokan Wealth Management. We are confident in their ability to keep our retirement funds growing and safe.
Relationship to Financial Advisor: Client as of Jan 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 11, 2026
We have been working with Kyle and the team at Mokan for about a year and a half getting ready for retirement. While I was resistant to giving up total control, I knew I didn't want to have to actively manage our investments the rest of our lives and we needed professional help. I attended Kyle’s educational seminar and what he said made a lot of sense. We moved forward with becoming a client after our initial consultation and we’ve never looked back. Kyle spent sufficient time with us to understand our situation, our goals and provided solid recommendations on a comprehensive strategy for income, social security and tax planning. We are very pleased with our experience with Kyle, Megan and the entire Mokan team and would highly recommend their services to anyone who is looking for support with their financial planning. We have started our retirement very confident in our position and we trust in the plan to ensure we can deal with whatever comes in the future.
Relationship to Financial Advisor: Client as of Jan 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2026
My wife and I have been very pleased with the guidance we've received from Kyle and the team at MOKAN Wealth. You've heard the expression, "The play's the thing" but in retirement, the plan's the thing, and Kyle has put together an effective, sensible and understandable plan for our retirement years. It's of real value to transition to our next chapter with confidence - a place we couldn't get to on our own. Highly recommend MOKAN Wealth.
Relationship to Financial Advisor: Client as of Jan 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2026
Fast, accurate and thoughtful of our retirement plans. Great insight on our needs and how to get there!
Relationship to Financial Advisor: Client as of Jan 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2026
Great at prepping Us for Retirement, stress free and listened to everything we need.We recommendMocan Wealth Management
Relationship to Financial Advisor: Client as of Jan 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2026
Relationship to Financial Advisor: Client as of Jan 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 19, 2025
I attended Kyle's workshop and I liked the strategies he discussed and the plan he put together to help me meet my financial goals. Since signing up I've enjoyed working with Megan. Just had my second meeting with her and we reviewed goals and made updates to the strategy where needed. Looking forward to success in retirement.
Relationship to Financial Advisor: Client as of Oct 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 14, 2025
My wife and I are working with MOKAN for retirement planning. We’re very pleased with their help forming an actual plan for retirement that includes tax planning and account withdrawal strategy. The MOKAN team is highly knowledgeable and very patient with us as we learn how a real retirement plan works.
Relationship to Financial Advisor: Client as of Oct 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 8, 2025
Kyle and the rest of his staff are very knowledgeable, attentive and available. We are extremely pleased with the service we are receiving and the decision to move our financial planning to MOKAN Wealth.
Relationship to Financial Advisor: Client as of Oct 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 7, 2025
Megan is amazing and has helped us navigate the retirement world. So many pitfalls and she's guided us through them. I recommend Megan and Mokan wealth management 100percent!
Relationship to Financial Advisor: Client as of Oct 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 4, 2025
Listens intently with respect and crafts a plan that reduces tax liabilities and maximizes growth that instills confidence as retirement rapidly approaches.
Relationship to Financial Advisor: Client as of Oct 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Always there and very trustworthy and you know you funds are safe and will be there for you. Greer communication and coordination and know you will get the most accurate and dependable advice and service
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Kyle is an amazing financial advisor. His retirement strategies are innovative, thoughtful, and always in my best interest. He consistently shares insights and information that go beyond the diversified pie charts you get from most advisors, showing how much he truly cares about the wellbeing of his clients. On top of that, he’s friendly, responsive, and incredibly knowledgeable. I feel confident knowing my financial future is in such capable hands. Kyle's the best!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
Relationship to Financial Advisor: Client as of Jul 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 14, 2025
MOKAN has turned out to be everything it promised to be !The office is very welcoming , the staff is supportive and very efficient and Kyle’s strategy plans are delivering all that he he said it could.Very comfortable with the switch to MOKAN
Relationship to Financial Advisor: Client as of Jul 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 6, 2025
Kyle is very good at managing and advising what you should do with your funds. He helps keep you calm during market fluctuations. I would highly recommend Kyle and MOKAN Wealth Management.
Relationship to Financial Advisor: Client as of Jul 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 5, 2025
MoKan Wealth is a fantastic wealth management firm. Kyle and his staff are helpful, responsive, polite, and make you feel like family. Kyle communicates on a regular basis via email, phone calls, and text messages. Everyone at MoKan Wealth is knowledgable of each and every client. I trust Kyle with his decisions and advice. I am very pleased with how he has managed my account and the performance of the account.
Relationship to Financial Advisor: Client as of Jul 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 2, 2025
Kyle is knowledgeable and thorough in his recommendations for retirement and investment planning. He knows the market and what we are comfortable with to determine our best approach to long term retirement planning and financial security. Keeps us informed of any changes with the market or government regulations and advises us on what if any effect that would have on our plan. Easy to talk to and answers all our questions. So happy and satisfied that he is working for us. In short, no bullshit from this guy!
Relationship to Financial Advisor: Client as of Jul 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 1, 2025
We have been working with Kyle for about 6 years. We took a couple of his classes (Retirement and Social Security). We learned a lot and liked his approach. Once we started working with Kyle we felt like a weight had been lifted off our shoulders.
Relationship to Financial Advisor: Client as of Jul 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2025
Very informative,knowledgeable,easy to talk to
Relationship to Financial Advisor: Client as of Jun 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 29, 2025
Meeting with Kyle is always informative and insightful. He brings a lot of knowledge to our conversations and I feel like he cares.
Relationship to Financial Advisor: Client as of Jun 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2025
Kyle and team are helping us achieve the dream of retiring well. With his solid knowledge especially around tax planning, we sleep good at night!
Relationship to Financial Advisor: Client as of Jun 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2025
Relationship to Financial Advisor: Client as of Jun 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2025
Kyle is professional and answers the concerns that we might have. Easy to talk to. The office staff acts promptly and efficiently.
Relationship to Financial Advisor: Client as of Jun 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2025
Wow. Excellent, good communicator, no BS or cliches. Thanks.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2025
Have been working with Kyle for about 6 years. Has done a great job of increasing our net worth. I would highly recommend you give him an opportunity to evaluate what your situation is and develop a plan for you.
Relationship to Financial Advisor: Client as of Apr 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 21, 2025
Kyle is great to work with and listens to our concerns while guiding/managing our investments. Megan is always friendly and helpful.
Relationship to Financial Advisor: Client as of Apr 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 18, 2025
I had the opportunity to attend one of Kyle’s retirement seminars in 2023. He has been helping my wife and I prepare for retirement in the near future. I highly recommend his services.
Relationship to Financial Advisor: Client as of Apr 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 16, 2025
Kyle has been our financial advisor for 10 years now. He is terrific at understanding our situation and helping us to understand what would be best for us. Couldn ‘t be happier.
Relationship to Financial Advisor: Client as of Apr 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 15, 2025
We have been with Kyle of MOKAN Wealth for about a year and a half now and we have been very pleased with the service and performance! Kyle works with us to understand our needs and adapts strategies and programs to make our portfolio grow as well as adjustments for the future. If you ever have a question or want to learn more about something, he is very responsive and timely with a phone call, text or email. We get an update every week via email on our progress. And finally, we still schedule a meeting with him about every 6 months to keep us informed on the market and our investments. We have been very pleased with Kyle and his team and highly recommend him to others.April 2025Just had our 6 month check in with Kyle and it ironically coincided with the recent tariff changes and stock market drop. Needless to say I was concerned as most Americans have been. But I felt 💯 percent better after reviewing the portfolio that Kyle had in place for us. There was no panic, no sudden changes needed, nothing to really worry about because our portfolio was already established from the beginning on day one to prepare for uncertain times like these! I know the media and social networks can create fear out there, and believe me, I’m guilty of that and I think most people can’t help but to be caught up with the anxiety. But having Kyle and his awesome team be there and help get you through the tough times; that’s what matters! I’m so glad that we made the switch over to MoKan a few years ago. We trust their experience and knowledge.
Relationship to Financial Advisor: Client as of Apr 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 11, 2025
My husband and I just had a very informative meeting with Kyle. His team keeps us informed throughout the year with news bulletins and webinars.. we also love that he is so responsive to any questions we’ve had along the way.
Relationship to Financial Advisor: Client as of Apr 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2025
Meeting with Kyle and Megan made us feel comfortable about our recent losses in the stock market and reassured us that we are still OK with our retirement plans. Not happy but comfortable ;-). Thanks guys.
Relationship to Financial Advisor: Client as of Apr 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2025
We have been with Kyle now for 5 years.After attending one of his retirement workshops in Olathe, we walked away thinking we need to have him on our side. We’re so happy to be one of his clients and now we are enjoying retirement.
Relationship to Financial Advisor: Client as of Apr 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 6, 2025
Kyle is attentive and forthcoming during our client meetings. Provides positive suggestions to help us navigate early retirement.
Relationship to Financial Advisor: Client as of Apr 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 1, 2025
Kyle is very personable and in tune with the clients needs. He asks questions and listens to them to give an honest assessment and feedback! I am truly impressed and appreciative for having him as my advisor!
Relationship to Financial Advisor: Client as of Apr 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
Kyle has done a wonderful job helping us grow our retirement investments. He’s quick to respond and checks in with us regularly. He’s familiar and competent with federal benefits which is a big plus, as they can be very confusing! Kyle is a great asset for us.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I’ve recommended Kyle to several coworkers. He is pleasant, knowledgeable, and I trust his advice for my retirement investments.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I just wanted to take a moment to show my appreciation for Kyle at MOKAN wealth Management. Kyle is very knowledgeable and very helpful when it comes to investing for retirement. There is no doubt that we would not be where we are with our retirement without his professional advice and long term planning. Thank you Kyle we appreciate everything you have done.Robert Allen
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 2, 2025
I always enjoy meeting with Kyle Hammschmidt, he reminds of what i have forgotten to take care of and that we are in it for the long haul. I have been working with Kyle for many years, and his advice has always been sound.
Relationship to Financial Advisor: Client as of Mar 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2025
My husband and I have been working with Kyle for a few years and highly recommend his services. He is funny, smart, and personable. He has given us peace of mind, and our only regret is not finding him earlier.
Relationship to Financial Advisor: Client as of Feb 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2025
Kyle and his team are highly knowledgeable and have their customers best interests in mind. They have helped us a great deal in retirement preparation and financial management. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 9, 2025
Kyle and Meagan are the best. They are both very professional and easy to work with.
Relationship to Financial Advisor: Client as of Feb 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 9, 2025
Kyle has been great to work with. He presents solid strategies to minimize taxes and maximize our savings, both short and long term. He has increased our confidence that we are making good decisions in a complex environment. Now we can just enjoy the ride.
Relationship to Financial Advisor: Client as of Feb 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2025
Mokan is excellent to work with. Kyle is very knowledgeable and I feel he listens to me and provides options to maximize my financial needs. Megan is great! She is very pleasant, responsive and always follows up to ensure my requests are handled.
Relationship to Financial Advisor: Client as of Feb 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2025
We love our relationship with MoKan Financial. We feel like family when we meet to discuss our retirement investments. Kyle is very knowledgeable and has greatly helped us in growing our retirement funds. If you are looking for a financial planner to work side by side with you, reach out to MoKan!
Relationship to Financial Advisor: Client as of Feb 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 29, 2025
Kyle and his team are easy to work with and Kyle is always accessible if we need him.We have been with MOKAN Wealth Management for 7 years and believe he has our financial well being as a top priority.
Relationship to Financial Advisor: Client as of Jan 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2025
We have been partnering with Kyle and MoKan Wealth for several years now. Prior to joining up with Mokan, we self managed our our retirement plans. We attended one of his classes on taxes in retirement, it opened our eyes to our financial future even more. Kyle does a great job of explaining things, setting expectations, helping to calm the waters and provide valuable communication. Over our time with Mokan, Kyle always keeps us in mind, looks for ways to manage costs so we can maximize our financial future. He reminds us to plan, but enjoy life while responsibly managing our portfolio. Our regular touch meetings are informative and he makes sure we are in alignment. My stress level has dropped considerably when I think about our golden years. There are lots of options when it comes to managing your wealth, I am 100% satisfied with the choice we made to work with Kyle his team.
Relationship to Financial Advisor: Client as of Jan 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2025
We are very confident and comfortable that MOKAN Wealth Management is preparing us financially for retirement. Jim & Tricia Baldwin
Relationship to Financial Advisor: Client as of Jan 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
We searched for the right investment person for quite sometime. We met with groups and individuals in our search for the right match. We knew we had to feel completely comfortable and at ease with our final choice. After meeting Kyle Hammerschmidt with MOKAN Wealth, we knew we had made the right choice. He knows his way around investments and everything that goes along with that. We feel like we made the right choice for us to move forward in our retirement!
Relationship to Financial Advisor: Client as of Jan 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 14, 2025
Kyle and his friendly staff have exceeded my expectations for what I look for in a wealth manager. I have worked with MOKAN for several years and could not be happier with the service and results I have experienced.
Relationship to Financial Advisor: Client as of Jan 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 10, 2025
Kyle has been wonderful with our family. We feel confident in working with him. Helped us focus on goals and how he’s going to help us reach them. We like is approach on increasing our investments while lowering our tax burden
Relationship to Financial Advisor: Client as of Jan 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
Kyle and his team have gone above and beyond to assist me in setting up retirement goals. They are always available to answer my questions . . . even outside of our schedule check-ins. Kyle truly cares about his clients.
Relationship to Financial Advisor: Client as of Jan 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
I highly recommend Mokan Wealth Management. Kyle is professional, friendly and easy to work with. He is constant in communication on a monthly basis. I can live stress free thanks to his help and advice.
Relationship to Financial Advisor: Client as of Jan 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
I have worked with Kyle at MOKAN wealth for about 7 years and highly recommend him. He is very knowledgeable and approachable. He has helped me to better understand how to manage my investments in retirement - something I really needed.
Relationship to Financial Advisor: Client as of Nov 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2024
Kyle has been a great and trusted financial advisor over the last two years. He understands our great goals in our retirement. His advice on Roth conversations has opened our eyes to reducing our taxes down the road.
Relationship to Financial Advisor: Client as of Nov 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
Kyle and MoKan Wealth are great to work with. They consider all of your financial needs and concerns and provide you with the best alternatives to achieving those goals.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2024
Always personable and provides the planning advise and answers to questions when we need it.
Relationship to Financial Advisor: Client as of Oct 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 14, 2024
Our experience with MOKAN Wealth Management has been excellent. Kyle Hammerschmidt has been extremely helpful positioning us for early retirement, creating an easy-to-understand roadmap. The whole team is accommodating and easy to work with. We highly recommend their services.
Relationship to Financial Advisor: Client as of Oct 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2024
MOKAN has been advising us for a little over six years. They have always provided us with sound financial advice and have always been available if we do have any questions or concerns. I highly recommend them to anyone looking for a financial representative.
Relationship to Financial Advisor: Client as of Sep 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 19, 2024
Kyle and his team are great to work with. No cookie cutter plans, he takes time to know you and your desires and explains things well. Great teacher, you never want to do anything you don’t understand and Kyle makes sure you have all the information you need. Only wish I started working with him sooner.
Relationship to Financial Advisor: Client as of Sep 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 19, 2024
Kyle and his team have been a pleasure to work with. With all of the turmoil in the financial world it is good to know we have a secure and knowledgeable manager in our corner. thank you!
Relationship to Financial Advisor: Client as of Sep 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 5, 2024
Kyle Hammerschmidt possesses a wealth of information about investment management and retirement planning. Above all Kyle keeps it simple and straight forward. He is very personable and stays on top of things.
Relationship to Financial Advisor: Client as of Sep 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 1, 2024
We can enjoy our retirement knowing Kyle is helping us with tax and retirement planning. I have recommended MOKAN Wealth to family and friends.
Relationship to Financial Advisor: Client as of Sep 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 31, 2024
Kyle and the team at MOKAN Wealth helped us address our retirement planning concerns and they keep us informed with routine check ins
Relationship to Financial Advisor: Client as of Aug 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2024
Mr. Hammerschmidt is quick to answer any questions we have. He is very helpful in explaining market ups and downs and their context in the big picture. He worked with us to maximize the growth of our social security and retirement savings with future taxes in mind.
Relationship to Financial Advisor: Client as of Aug 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2024
we attended Kyles retirement planning session 5 years ago. We ended up leaving our current financial planner (she was our age and we were afraid she would leave before we needed guidance with retirement) Kyles plan to minimize taxes in retirement made sense to us. I didnt think we would be able to retire early but Kyle helped us achieve that goal. Our investments have done well and Kyle is accessible whenever we need him. This is my retirement year so we have had several on site and telephonic planning sessions. I feel confident and prepared for our future. Kyle is entrenched in the community and has a lovely family. I have shared our financial planning journey with many and hope that Kyle is able to help with their planning as he did ours.
Relationship to Financial Advisor: Client as of Aug 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided "AS IS" and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 7, 2024
The team at MOKAN knows how to take care of its guests.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
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Wealthtender Awards
Kyle Hammerschmidt received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Kyle Hammerschmidt with its 2026 Voice of the Client Highly Rated Advisor Award on 10/2/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 9/30/26. Although MOKAN Wealth Management compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
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