Nathan M. Bohannon

MKD WEALTH

Troy, MI 48098

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CRD#: 4518569

Professional summary

Nathan Mark Bohannon, CFP® is a registered financial advisor currently at MKD WEALTH located in Troy, Michigan.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nathan has worked at 3 firms and has passed the Series 66, Series 7 and Series 6 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) Independent insurance agent licensed with various independent insurance companies. STARTED 10/2014. Investment related. Licensed to sell life, disability and long term care insurance. Spends approximately 5 HRS/MO, all of it during TRADING HOURS. 2) W Home Getaways, LLC, investment related, 300 Backstays Loop, Kyle, TX 78960, Rental property, partial owner, start date 9/15/24, approximately 5 hours/month during trading hours, short-term rental property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Bohannon'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 3, 2010 - Present

MKD WEALTH

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

RIA

CRD#: 144994

Troy, MI

Past

September 15, 2009 - July 29, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

AUBURN HILLS, MI

Past

June 4, 2009 - July 30, 2009

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

TROY, MI

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

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

IAR

Series 66

Date: 11/10/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/3/2009

Investment Company Products/Variable Contracts 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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Nathan M. Bohannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Bohannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MKD WEALTH

CAMBRIDGE INVESTMENT RESEARCH, INC.

SUMMIT BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

MKD WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2009

Series 7

Date: 10/14/2009

Series 6

Date: 6/3/2009

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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