Kevin J. Mcnab

ACE WEALTH PARTNERS

WESTMINSTER, CO 80031

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CRD#: 3004598

Professional summary

Kevin John Mcnab, CFP®, ChFC® is a registered financial advisor currently at ACE WEALTH PARTNERS, LLC located in Westminster, Colorado.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent Insurance Agent, 1-2 Hours/Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Mcnab's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

ChFC^®

Chartered Financial Consultant

Experience

Current

July 13, 2010 - Present

ACE WEALTH PARTNERS, LLC

Office #1: 9191 Sheridan Blvd #181, Westminster, CO 80031

RIA

CRD#: 153595

WESTMINSTER, CO

Past

March 25, 1999 - May 19, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

February 17, 1998 - September 28, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 17, 1998 - September 28, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/13/2010)

IAR

Texas
(11/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/16/1998

General Securities Representative Examination

Current Firm

ACE WEALTH PARTNERS, LLC

ACE WEALTH PARTNERS, LLC | MCNAB FINANCIAL, LLC

CRD#: 153595 / SEC#:

Colorado

Registered Investment Advisory firm - (7/13/2010 Approved)

Texas

Registered Investment Advisory firm - (11/10/2020 Conditional Restricted)

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Contact information

Main Address

9191 Sheridan Blvd #181, Westminster, CO 80031

Mailing Address

Phone number

(303) 263-3235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 69,692,486

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin J. Mcnab

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Mcnab's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACE WEALTH PARTNERS, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/20/1998

Series 7

Date: 2/16/1998

Current Firm

ACE WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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