Joseph Edgar Mackey
Investment adviser representative at Mkd Wealth
20 yearsExperience
2 statesRegistered in
$505.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Mkd Wealth Coaches, LLCJul 2017 to now
- Mkd WealthAug 2010 to now
- Mackey Komara & Dankovich, LLC (mkd Wealth Coaches, LLC)Dec 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Mkd Wealth
Legal name: Mkd Wealth Coaches, LLC
$505.7MAssets managed
237Clients
6Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4531242
- Firm CRD
- 144994