Kaden Mckell
Investment adviser representative at Wealthspire Retirement Advisory
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.6BFirm 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
10 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Nov 2023 to Oct 2025
- Divergent Wealth Advisors, LLCJun 2020 to Aug 2024
- Segelke Financial GroupJul 2019 to Mar 2020
- High West Insurance AgencyJan 2019 to Aug 2019
- Mckell ConstructionJan 2018 to Dec 2018
- MerakiAug 2017 to Dec 2017
- Mckell ConstructionDec 2016 to Aug 2017
- Utah Valley UniversityAug 2016 to Dec 2020
- Sos Drug StoreJul 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7333413
- Firm CRD
- 121254