Nathan Bohannon, Msf, Cfp®

Nathan Bohannon, Msf, Cfp® Email and Phone Number

Wealth Advisor and Integrator and Partner @ MKD Wealth
Rochester, MI, US
Nathan Bohannon, Msf, Cfp®'s Location
Rochester, Michigan, United States, United States
Nathan Bohannon, Msf, Cfp®'s Contact Details

Nathan Bohannon, Msf, Cfp® work email

Nathan Bohannon, Msf, Cfp® personal email

About Nathan Bohannon, Msf, Cfp®

Nathan Bohannon, Msf, Cfp® is a Wealth Advisor and Integrator and Partner at MKD Wealth. He possess expertise in wealth management, financial advisory, portfolio management, personal financial planning, leadership and 6 more skills.

Nathan Bohannon, Msf, Cfp®'s Current Company Details
MKD Wealth

Mkd Wealth

View
Wealth Advisor and Integrator and Partner
Rochester, MI, US
Website:
mkdwealth.com
Employees:
13
Nathan Bohannon, Msf, Cfp® Work Experience Details
  • Mkd Wealth
    Wealth Advisor And Integrator And Partner
    Mkd Wealth
    Rochester, Mi, Us
    View
  • Mkd Wealth
    Wealth Advisor / Integrator / Partner
    Mkd Wealth Jul 2009 - Present
    View
  • Simplified It Solutions
    Owner
    Simplified It Solutions Oct 2005 - Dec 2011
    Provide technology assistance to families and small businesses from networking and computer repair to telecommunications and presentation room designs
  • Cambridge Investment Research, Inc.
    Registered Representative
    Cambridge Investment Research, Inc. Jul 2009 - Jul 2011
    View
  • Financial Resources
    First Vice President / Ria Administrator
    Financial Resources Oct 2005 - Jul 2009
    - Developed efficient operations for an RIA managing mutual funds, annuities and 401(k) plans- Built quantitative trading strategies- Internal audits in preparation of an SEC audit
  • Financial Resources
    It Manager
    Financial Resources Jan 2001 - Oct 2005
    - Designed a technology department for 80 partners at multiple locations spanning the country- Integrated a Nortel phone and voice mail system providing company-wide training- Created and maintained network - Provided technical assistance for all 80 partners and their office staff- Constructed a financial news media room in executive office

Nathan Bohannon, Msf, Cfp® Skills

Wealth Management Financial Advisory Portfolio Management Personal Financial Planning Leadership Financial Services Team Leadership Operations Management Financial Management Services Series 66 Wealth Coaching

Nathan Bohannon, Msf, Cfp® Education Details

Frequently Asked Questions about Nathan Bohannon, Msf, Cfp®

What company does Nathan Bohannon, Msf, Cfp® work for?

Nathan Bohannon, Msf, Cfp® works for Mkd Wealth

What is Nathan Bohannon, Msf, Cfp®'s role at the current company?

Nathan Bohannon, Msf, Cfp®'s current role is Wealth Advisor and Integrator and Partner.

What is Nathan Bohannon, Msf, Cfp®'s email address?

Nathan Bohannon, Msf, Cfp®'s email address is na****@****ail.com

What schools did Nathan Bohannon, Msf, Cfp® attend?

Nathan Bohannon, Msf, Cfp® attended Walsh College Of Accountancy And Business Administration, Baker College Business And Corporate Services.

What skills is Nathan Bohannon, Msf, Cfp® known for?

Nathan Bohannon, Msf, Cfp® has skills like Wealth Management, Financial Advisory, Portfolio Management, Personal Financial Planning, Leadership, Financial Services, Team Leadership, Operations Management, Financial Management Services, Series 66, Wealth Coaching.

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