| Name | Title | Contact Details |
|---|---|---|
David Baker |
SVP / Chief Information Security Officer | Profile |
Dustin Stewart |
Vice President, IT Service Desk Manager | Profile |
Loop Capital Markets is a Chicago, IL-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
New Market Bank is a Lakeville, MN-based company in the Financial Services sector.
Express Escrow Co is a Huntington Beach, CA-based company in the Financial Services sector.
Ingo Money, Inc. is a leading provider of financial technology services, working with some of the most well-known institutions in the industry for more than 12 years. The only technology solution of its kind in the marketplace, our services are essential to providing a convenient source of recurring funds for any payment platform to fuel the consumer adoption of new and existing digital payments. Our unique technology platforms and services enable us to provide consumers with irreversible funds in minutes, regardless of their source. Today, nearly three million consumers have used our technology to access “Good Funds” from thousands of bank branches and AFS locations, ATMs, kiosks and mobile devices across the United States. Ingo Money owns and operates two lines of business. Ingo Money Network™, operated in conjunction with First Century Bank, N.A., is a consumer-direct mobile remote deposit capture network accessible on iOS and Android devices via mobile application and embedded SDK. Ingo Enterprise™, a commercial white label solution, enables banks and alternative financial services (AFS) providers to make immediate, non-provisional “Good Funds” available to their customers. Headquartered in Roswell, Ga – and operating a data center and two risk management centers in Georgia – Ingo Money serves many of the largest financial institutions, AFS providers and payment networks as clients.