Inactive

Kaden Jacob Mccarney

Next Level Wealth Planning, LLC

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Current Employers

Next Level Wealth Planning, Llc

1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-10-01
TX	RA	APPROVED	2025-10-01

ID RA
APPROVED

Since 2025-10-01
TX RA
APPROVED

Since 2025-10-01

Branch Locations

1817 N Lakes Place Ste 150, Meridian, ID 83646 • 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

Organization	City	State	From	To
State Of Idaho	Boise	ID	05/2023	09/2024
Sager Cpa & Advisors	Meridian	ID	05/2015	10/2025
Next Level Wealth Planning, Llc	Meridian	ID	10/2025	Present

05/2023 → 09/2024

State Of Idaho

Boise, ID
05/2015 → 10/2025

Sager Cpa & Advisors

Meridian, ID
10/2025 → Present

Next Level Wealth Planning, Llc

Meridian, ID

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-07

S65 Uniform Investment Adviser Law Examination

2025-08-07

View on SEC IAPD

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