Kaden
Mckell

Nfp Retirement Inc

CRD#7333413
Investment Advisor
in Aliso Viejo, CA

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About this Advisor

Kaden Mckell is a financial advisor based in Aliso Viejo, California, working with Nfp Retirement Inc. Kaden has previously held positions at Divergent Wealth Advisors, LLC, Segelke Financial Group, Utah Valley University, High West Insurance Agency, Mckell Construction, Meraki, Sos Drug Store, Church Service Mission, and Nfp Retirement, Inc. Kaden has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Kaden is part of Nfp Retirement Inc, which operates out of Aliso Viejo, California. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 Vantis Suite 400
Aliso Viejo, CA 92656

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

CA Average: $7,578,581,321
Total Number of Employees

219

CA Average: 43
Total Number of Accounts

5,514

CA Average: 3,727
Average Account Size

$17,492,654

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kaden Mckell Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2020 - Present (4 years)

Divergent Wealth Advisors, LLC

2019 - 2020 (1 year)

Segelke Financial Group

2019 - 2019 (< 1 year)

High West Insurance Agency

2018 - 2018 (< 1 year)

Mckell Construction

2017 - 2017 (< 1 year)

Meraki

2016 - 2020 (4 years)

Utah Valley University

2016 - 2017 (1 year)

Mckell Construction

2016 - 2016 (< 1 year)

Sos Drug Store

2014 - 2016 (2 years)

Church Service Mission

Disclosures

Please visit the SEC profile of Kaden Mckell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nfp Retirement Inc

Jared Marx
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA
William Street
South Jordan, UT
Holly Knight
Norwell, MA
Solomon Stewart
Aliso Viejo, CA
Kristen Echols
Denver, CO
Sarah Hodian
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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