Nicholas Todd Kelch
Investment adviser representative at United Advisor Group
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- United Advisor GroupDec 2024 to now
- United Advisor Group dba Wealth Sync PartnersNov 2024 to now
- Wealth Sync PartnersSep 2023 to now
- Bethpage Federal Credit UnionMar 2022 to Aug 2023
- Fifth Third BankFeb 2021 to Mar 2022
- Western & SouthernJan 2021 to Feb 2021
- Peoples BankJun 2018 to Dec 2020
- Clough Pike Vet ClinicJun 2016 to Jun 2018
- N/aAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7365604
- Firm CRD
- 324205