MS
Marcus L. Scott
MOKAN WEALTH MANAGEMENT
OVERLAND PARK, KS 66223
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CRD#: 7634827
MS
Professional summary
Marcus Lincoln Scott is a registered financial advisor currently at MOKAN WEALTH MANAGEMENT located in Overland Park, Kansas.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marcus has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Lincoln Scott's 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®
NoneExperience
Current
January 22, 2025 - Present
MOKAN WEALTH MANAGEMENT
Office #1: 14221 Metcalf Ave #150, Overland Park, KS 66223RIA
CRD#: 328005
OVERLAND PARK, KS
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".
MW
MOKAN WEALTH MANAGEMENT
MOKAN WEALTH MANAGEMENT | MOKAN WEALTH MANAGEMENT INC
CRD#: 328005 / SEC#: 801-130379
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Kansas
Registered Investment Advisory firm - (6/6/2024 Terminated)Missouri
Registered Investment Advisory firm - (6/6/2024 Terminated)Texas
Registered Investment Advisory firm - (6/6/2024 Terminated)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
Kansas(1/22/2025)
IAR
Missouri(1/22/2025)
IAR
Texas(1/22/2025)
Exams
Current Firm
MW
MOKAN WEALTH MANAGEMENT
MOKAN WEALTH MANAGEMENT | MOKAN WEALTH MANAGEMENT INC
CRD#: 328005 / SEC#: 801-130379
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Kansas
Registered Investment Advisory firm - (6/6/2024 Terminated)Missouri
Registered Investment Advisory firm - (6/6/2024 Terminated)Texas
Registered Investment Advisory firm - (6/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14221 Metcalf Ave #150, Overland Park, KS 66223
Mailing Address
Phone number
(913) 257-3991
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 524 |
| AUM (Assets Under Management) | $ 174,727,504 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MOKAN WEALTH MANAGEMENT
CRD#: 328005Overland Park, KS 66223TRUST BUT VERIFY
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