Featured Business Financial Advisor in Shawnee Mission, KS
Shawnee Mission Financial Advisors
Yukon Wealth Management, Inc
Shawnee Mission, KS 66221
Phone Number
Advisor Profile
  John Hanahan
Name:  John Hanahan

About Yukon Wealth Management, Inc

 

General Information

States Willing to do Business in:    Nationwide
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    27
CRD#:    2525066
Years of Experience in Financial Services:    27
 

Services

I can meet clients in the following ways:    At your office, At my office, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    AIF®
 

Firm Information

Advisor's Number of Managed Clients:    20
Advisor's Number of Planning Clients:    50
Advisor's Number of Clients:    80
Assets Managed by Advisor:    $217,204,083
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Fee Charged for Managed Accounts:    $5,000
Compensation Methods:    Based on Assets, Flat Fee
Additional Details on Charges:    Based Fee Schedule: 1% of first $2,000,000 .75% of next $1,000,000 .50% above $3,000,000
Fee % Based on Assets:    1%
 
 
 
 
 
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