| Name | Title | Contact Details |
|---|---|---|
Kevin Gavigan |
Head of Legal | Profile |
Robert Ducklo |
General Counsel and Corporate Secretary | Profile |
Rusty Barham |
General Counsel | Profile |
Cecilia Russell |
Senior Vice President, Chief Compliance Officer | Profile |
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. 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 an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Varneys Alltel is a Manhattan, KS-based company in the Financial Services sector.
Cetera Financial Group is a prominent network of independent retail firms in the United States, comprising several broker-dealers, including Cetera Advisors LLC and Cetera Investment Services. The company is dedicated to empowering financial advisors, helping them achieve client success and grow their businesses. Cetera offers a diverse array of financial services and products. These include comprehensive wealth management solutions, a variety of investment products without proprietary bias, and efficient broker-dealer services through its self-clearing operations. The company also partners with banks and credit unions to enhance their investment programs and strengthen community ties. Serving over 455 financial institutions, Cetera focuses on building strong relationships that drive revenue growth. Majority-owned by Genstar Capital, Cetera is committed to delivering high-quality investment products and expanding services for its affiliated professionals. The company adheres to strict regulatory compliance, with all broker-dealers being members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
First Fidelity Bank is committed to protecting your privacy.
Simmons Bank (Member FDIC) is an Arkansas state-chartered bank that started as a small, community bank more than 100 years ago. Through the decades, Simmons has expanded its products and services, leading the way with industry milestones, such as being the first Arkansas bank to offer the first national revolving credit card, BankAmericard® (now Visa®). The company has grown steadily to $7.6 billion in assets with nearly 200 branch and ATM locations throughout Arkansas, Kansas, Missouri and Tennessee. It is the subsidiary bank for Simmons First National Corporation, a publicly traded bank holding company headquartered in Pine Bluff, Arkansas. Though the bank has grown, our mission remains true to the philosophy of our founder – to place customers’ needs at the forefront of all we do. Simmons associates are deeply committed to providing customers with the warmth, friendliness and one-on-one service you expect of a neighborhood bank, while offering the range of products and services you expect of a larger bank, from personal and business banking to wealth management services and a renowned low-rate credit card.