Kaden
Mckell

Divergent Wealth Advisors, LLC

CRD#7333413
Investment Advisor
in South Jordan, UT

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About this Advisor

Kaden Mckell is a certified financial planner operating in South Jordan, Utah with 2 years of relevant experience. Mckell is an advisor for Divergent Wealth Advisors, LLC. Over the course of their career, they have held roles at Divergent Wealth Advisors, LLC, Segelke Financial Group, Utah Valley University, High West Insurance Agency, Mckell Construction, Meraki, Sos Drug Store, Jake'S Brookside, Maple Mountain High School and Church Service Mission. Mckell holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Utah. Divergent Wealth Advisors, LLC is an advisory company based in South Jordan, UT. It oversees $480 million in total assets among its 2,027 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,027 client accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Divergent Wealth Advisors, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically depend on which service is offered. However, fees billed by Divergent Wealth Advisors, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

489 W. South Jordan Parkway Suite 310
South Jordan, UT 84095

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Divergent Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$479,835,651

UT Average: $693,624,108
Total Number of Employees

13

UT Average: 12
Total Number of Accounts

2,027

UT Average: 1,115
Average Account Size

$236,722

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kaden Mckell Work History

Kaden has been registered as a financial advisor for 2 years.*

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

2012 - 2014 (2 years)

Jake'S Brookside

2011 - 2014 (3 years)

Maple Mountain High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Divergent Wealth Advisors, LLC

Geoffrey Reeves
South Jordan, UT
Jacob Gutke
South Jordan, UT
Brady Ririe
South Jordan, UT
Randy Taylor
South Jordan, UT
John Pennington
South Jordan, UT
Rizek Housari
South Jordan, UT
Kaden Mckell
South Jordan, UT
Easton Dickson
South Jordan, UT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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