Ian Vincent Mcginnis

Employer firm

Dental Wealth Partners LLC CRD 336688

$26.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 01/2018
  Miskellys Furniture
  Madison, MS
• 02/2017 → 06/2017
  Kragujevac Wild Boars
  Kragujevac
• 06/2016 → 02/2017
  Callaway High School
  Jackson, MS
• 03/2018 → 08/2020
  Northwestern Mutual Investment Services Llc
  Ridgeland, MS
• 03/2018 → 08/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2020 → 07/2021
  Massmutual Life Insurance
  Madison, MS
• 10/2020 → 07/2021
  Mml Investors Services
  Madison, MS
• 09/2021 → 10/2025
  Davis Private Wealth, Llc
  Royal Palm Beach, FL
• 07/2025 → Present
  Dental Wealth Partners Llc
  Jackson, MS

Previous Registrations

• 2025-10-03 → 2025-12-31
  Dental Wealth Partners Llc
  Jackson, MS
• 2021-11-10 → 2025-10-03
  Davis Private Wealth, Llc
  Jackson, MS
  Royal Palm Beach, FL
• 2020-11-12 → 2021-08-11
  Mml Investors Services, Llc
  Madison, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-28
• S63 Uniform Securities Agent State Law Examination
  2020-08-01

Other Names

• Ian Mcginnis