Our Wealth Management Advisors
Kade McKell , CFP®
Associate Vice President, Wealth
Kade is a financial planner on the Wealth Management team at NFP’s Utah office. Kade works with individuals, families and closely held businesses providing comprehensive, personalized strategies to help them reach their financial objectives. He emphasizes the importance of tax and estate planning as key components to building and protecting wealth.
Kade graduated from Utah Valley University, earning a degree in Personal Financial Planning with a minor in Business Management. He holds a CERTIFIED FINANCIAL PLANNER™ board designation and his Series 65 (Uniform Investment Adviser Law Exam) securities registration and life insurance license.
Kade enjoys giving back to his community by offering employee education to groups and individuals to empower them to make great financial and retirement decisions. Kade and his wife, McKynlee, currently have one child and a three-legged Bernese mountain dog. Together, they enjoy the Utah outdoors, especially powder days on the slopes and sunny days on the lake.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures