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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-27
  • UT RA
    APPROVED
    Since 2023-11-27

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

489 W. South Jordan Pkwy Suite 310, South Jordan, UT 84097 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Divergent Wealth Advisors, Llc Midvale UT 06/2020 08/2024
Segelke Financial Group South Jordan UT 07/2019 03/2020
Utah Valley University Orem UT 08/2016 12/2020
High West Insurance Agency Spanish Fork UT 01/2019 08/2019
Mckell Construction Springville UT 01/2018 12/2018
Meraki El Paso TX 08/2017 12/2017
Mckell Construction Springville UT 12/2016 08/2017
Sos Drug Store Springville UT 07/2016 12/2016
Nfp Retirement, Inc. Aliso Viejo CA 11/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 06/2020 → 08/2024
    Midvale, UT
  • 07/2019 → 03/2020
    Segelke Financial Group
    South Jordan, UT
  • 08/2016 → 12/2020
    Utah Valley University
    Orem, UT
  • 01/2019 → 08/2019
    High West Insurance Agency
    Spanish Fork, UT
  • 01/2018 → 12/2018
    Mckell Construction
    Springville, UT
  • 08/2017 → 12/2017
    Meraki
    El Paso, TX
  • 12/2016 → 08/2017
    Mckell Construction
    Springville, UT
  • 07/2016 → 12/2016
    Sos Drug Store
    Springville, UT
  • 11/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Aliso Viejo, CA
Previous Registrations
Other Businesses

Kaden McKell is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. McKell for insurance related activities. This presents a conflict of interest because Mr. McKell may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-15
  • S65 Uniform Investment Adviser Law Examination
    2021-03-15
Designations
Other Names
  • Kade Mckell

View on SEC IAPD

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