Unclaimed
John Michael Dankovich is an Investment Advisor Representative with MKD Wealth Coaches, LLC. John Michael has been in the financial services industry for over 30 years and has a diverse background in financial planning, investment management, and insurance. John Michael is a Chartered Financial Consultant and holds Series 7, 63 and 65 licenses. John Michael is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. John Michael is also a licensed attorney and has a CPA license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
03/28/2008 - Present
MKD Wealth (TROY MI)
MI
10/10/2007 - 07/29/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (AUBURN HILLS MI)
WI
11/22/1989 - 12/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/22/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
09/24/1985 - 11/20/1989
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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