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14221 Metcalf Ave #150, Overland Park, KS 66223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-06 |
| MO | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED_RES | 2024-01-12 |
Branch Locations
14221 Metcalf Ave #150, Overland Park, KS 66223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mokan Retirement | Overland Park | KS | 01/2013 | 12/2016 |
| Brookstone Capital Management Llc | Overland Park | KS | 01/2017 | 07/2019 |
| Retirement Wealth Advisors, Llc | Overland Park | KS | 07/2019 | 03/2022 |
| Adult Financial Education Services | Scottsdale | AZ | 09/2019 | 09/2019 |
| Retire Ready Academy | Overland Park | KS | 02/2020 | Present |
| Mokan Wealth Management | Overland Park | KS | 04/2021 | Present |
| Mokan Solutions | Overland Park | KS | 09/2019 | 09/2019 |
| Creativeonewealth, Llc | Overland Park | KS | 03/2022 | 12/2023 |
RETIRE READY ACADEMY; INVESTMENT RELATED; 10560 BARKLEY ST. #315, OVERLAND PARK, KS 66212; EDUCATIONAL CLASSES; OWNER; STARTED 02/2020; 20 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; LEAD EDUCATIONAL CLASSES FOR RETIREES. HAMMERDOWN VACATION PROPERTIES LLC; NOT INVESTMENT RELATED; 5304 WEST 148TH ST, OVERLAND PARK, KS 66224; REAL ESTATE RENTAL PROPERTY; CO-OWNER; STARTED 08/2022; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO-OWNS RENTAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
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