Paul Mckanna
Investment adviser representative at Seven Springs Wealth Group
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Seven Springs Wealth GroupApr 2019 to now
- R&m Biometrics, Inc.Jun 2014 to Apr 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Seven Springs Wealth Group
Legal name: Seven Springs Wealth Group, LLC
$1.4BAssets managed
400Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7098917
- Firm CRD
- 127411