Advisor 123 provides MOKAN Wealth with financial planning support & dividend portfolio management and strategy services.
MOKAN Wealth Management has selected CreativeOne Wealth for RIA back office support. CreativeOne Wealth operates under the fiduciary standard for MOKAN Wealth clients and is responsible for compliance, trading, and billing.
MOKAN Wealth Management has selected Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients. Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.