John M. Dankovich

MKD WEALTH

Troy, MI 48098

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CRD#: 1413703

Professional summary

John Michael Dankovich is a registered financial advisor currently at MKD WEALTH located in Troy, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. John has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) John M. Dankovich, Attorney at Law, not investment related, Troy, MI, commencing 7/2000, 40 hours/year, 1 hour during trading hours. 2) Independent Insurance Agent, investment related, Troy, MI, commencing 10/1989, 2 hours per month, all during securities trading hours. Licensed to sell the following insurance: life, disability, long term care, and annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Dankovich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2008 - Present

MKD WEALTH

Office #1: 1301 W. Long Lake Road Suite 210, Troy, MI 48098

RIA

CRD#: 144994

Troy, MI

Past

October 10, 2007 - July 29, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

AUBURN HILLS, MI

Past

April 1, 2002 - December 16, 2005

NETWORK PLANNING ADVISORS, L.L.C.

RIA

CRD#: 109000

TROY, MI

Past

November 22, 1989 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

November 22, 1989 - December 15, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

September 24, 1985 - November 20, 1989

COORDINATED CAPITAL SECURITIES, INC.

CRD#: 14762

FORT ATKINSON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MKD WEALTH

CRD#: 144994 / SEC#: 801-68330

RIA

Registered Investment Advisory firm - (9/25/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/24/2022)

IAR

Michigan
(8/3/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/18/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/27/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

Current Firm

MKD WEALTH

CRD#: 144994 / SEC#: 801-68330

RIA

Registered Investment Advisory firm - (9/25/2007 Approved)

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Contact information

Main Address

1301 W. Long Lake Road Suite 210, Troy, MI 48098

Mailing Address

Phone number

(248) 418-5100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MKD FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,125
AUM (Assets Under Management)	$ 425,824,419

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
12/03/2024	Cover Page	Report
10/17/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John M. Dankovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Dankovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

NETWORK PLANNING ADVISORS, L.L.C.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

COORDINATED CAPITAL SECURITIES, INC.

Primary Firm SEC Registration

MKD WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/2007

Series 65

Date: 12/27/1999

Series 7

Date: 9/21/1985

Current Firm

MKD WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MKD WEALTH

TRUST BUT VERIFY

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