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Nicholas Kelch is an advisor with United Advisor Group, a firm with offices in Cincinnati, OH. Nicholas has been in the financial services industry since 2014 and has held several positions at various firms prior to joining United Advisor Group. Nicholas specializes in a variety of investment and financial planning services for individuals, corporations, and charitable organizations. Nicholas has passed the Uniform Investment Adviser Law Examination and has registrations in Ohio.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
12/06/2024 - Present
United Advisor Group (Cincinnati OH)
Active
Inactive
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