MKD Wealth

Who works here

• CB
  Cassandra Beardslee
• JD
  John Devine
• JD
  John Michael Dankovich
• JM
  Joseph Edgar Mackey
• KO
  Katherine Anna Osentoski
• NB
  Nathan Mark Bohannon

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

MKD Wealth

Legal name: MKD Wealth Coaches, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

144994