Nicholas Todd Kelch
Professional Summary
Nicholas Todd Kelch, who also goes by Nick Kelch, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Cincinnati, Ohio. Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nick Kelch
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH FINANCIAL SERVICES | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | COLLIER WEALTH & CO | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
Contact Information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242Phone Number
(888) 242-4912# of Employees
69SEC notice filing (37 States and Territories)
Registered to provide investment advisory services in 37 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,600AUM (Assets Under Management)
$1,426,464,988Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH FINANCIAL SERVICES | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | COLLIER WEALTH & CO | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
State Registrations and Notice Filings
(12/6/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Todd Kelch's CRS (Customer Relationship Summary).
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