Kaden McKell, financial advisor South Jordan UT

Kaden McKell

CRD Number: 7333413
Current Firm: Nfp Retirement Inc.

Kaden McKell (CRD# 7333413) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 3 years of experience in the finance industry. Kaden McKell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Nfp Retirement, Inc. Aliso Viejo, CA Nov 2023 - Current < 1
Divergent Wealth Advisors, LLC Midvale, UT Jun 2020 - Current 3
Utah Valley University Orem, UT Aug 2016 - Dec 2020 4
Segelke Financial Group South Jordan, UT Jul 2019 - Mar 2020 < 1
High West Insurance Agency Spanish Fork, UT Jan 2019 - Aug 2019 < 1
Mckell Construction Springville, UT Jan 2018 - Dec 2018 < 1
Meraki El Paso, TX Aug 2017 - Dec 2017 < 1
Mckell Construction Springville, UT Dec 2016 - Aug 2017 < 1
Sos Drug Store Springville, UT Jul 2016 - Dec 2016 < 1
Church Service Mission Springville, UT Aug 2014 - Jul 2016 1
Maple Mountain High School Spanish Fork, UT Aug 2011 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for Kaden McKell
Phone Number: 949.460.9898
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    96,454
    MILLIONS
  • Total Number of Accounts
    5,514
    ACCOUNTS
  • Average Account Value
    $17,492,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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