Kaden Jacob Mccarney
Investment adviser representative at Next Level Wealth Planning, LLC
11 yearsExperience
2 statesRegistered in
$322.7MFirm assets
3 yearsFirm in business
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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
Experience
11 years in the industry.
- Next Level Wealth Planning, LLCOct 2025 to now
- State of IdahoMay 2023 to Sep 2024
- Sager Cpa & AdvisorsMay 2015 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Next Level Wealth Planning, LLC
$322.7MAssets managed
572Clients
5Advisers
3 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
- 8166933
- Firm CRD
- 327644