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Adelaina N Welch

KMG Fiduciary Partners, LLC

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About Adelaina N Welch

Adelaina Welch is an Investment Advisor Representative associated with KMG Fiduciary Partners, LLC in Toledo, OH. Adelaina Welch is also registered as an Investment Advisor Representative with KMG Fiduciary Partners, LLC in Birmingham, MI. Adelaina Welch has been in the securities industry for 6 years. Adelaina Welch previously worked for MORGAN STANLEY in Birmingham, MI from 2014 to 2020. Adelaina Welch has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination.

Firm Information

Adelaina Welch is currently registered with KMG Fiduciary Partners, LLC. KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.
KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adelaina Welch’s Registration & Firm History

OH

01/06/2024 - Present

KMG Fiduciary Partners, LLC (TOLEDO OH)

MI

07/14/2014 - 01/21/2020

MORGAN STANLEY (BIRMINGHAM MI)

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Licenses & Designations

IA

Issued 05/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adelaina N Welch.
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