Kaevaan Gene Mackay
Investment adviser representative at Focus Partners Wealth, LLC
12 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Kaevaan Gene Mackay? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Churchill Management GroupSep 2023 to now
- Vita CsunJan 2023 to May 2023
- Li Cha TeaOct 2022 to Sep 2023
- UnemployedJun 2022 to Sep 2022
- Nacelle CompanyJan 2022 to May 2022
- Chick-fil-aSep 2020 to Jan 2022
- UnemployedFeb 2020 to Aug 2020
- Csun LibraryJan 2020 to Feb 2020
- SearsSep 2019 to Dec 2019
- StudentAug 2014 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7968991
- Firm CRD
- 159289