Mokan Wealth Management Inc.
MOKAN Wealth Management Inc. is a registered investment adviser based in Overland Park, Kansas, founded and principally owned by Kyle Hammerschmidt. The firm serves primarily individual investors, focusing on retirement planning, investment management, tax and income strategy, insurance review, and estate planning. It operates with a small team and emphasizes a personalized, client-focused approach, aiming to deliver fiduciary advice and comprehensive financial planning. MOKAN Wealth Management is structured to work closely with clients approaching or in retirement, providing regular planning check-ins and ongoing portfolio oversight.
Investment Strategy
MOKAN Wealth Management employs a fee-only fiduciary approach, primarily serving retirement-focused individual investors. Their strategy centers on holistic planning for income, taxes, investments, healthcare, and estate legacy using their Five Seed System. MOKAN focuses on safe-guarding portfolios against market risks, careful diversification, and ongoing optimization based on clients’ life stages and needs. They leverage a mix of ETFs, individual equities, and fixed income, with regular portfolio reviews and adjustments to maximize post-tax returns and minimize tax surprises, tailoring plans to each client rather than using cookie-cutter solutions.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 6.91% | $12.4M | 210,481 | $58.25 | $58.78 | +$960.7K |
B BIL | SPDR SERIES TRUST | 6.84% | $12.2M | 133,456 | $91.47 | $91.73 | +$974.3K |
B BILS | SPDR SERIES TRUST | 6.17% | $11.0M | 111,071 | $99.19 | $99.43 | +$765.6K |
A AVGO | BROADCOM INC | 4.31% | $7.7M | 27,948 | $229.20 | $275.65 | +$2.4M |
V VGT | VANGUARD WORLD FD | 3.80% | $6.8M | 10,269 | $611.20 | $663.28 | -$101.8K |