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Nicholas Todd Kelch

United Advisor Group

Cincinnati, OH

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-12-06
  • OH RA
    APPROVED
    Since 2024-12-06

Branch Locations

8170 Corporate Park Drive Suite 300, Cincinnati, OH 45242 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Sync Partners Associate Advisor OH 09/2023 Present
United Advisor Group Dba Wealth Sync Partners Cincinnati OH 11/2024 Present
Bethpage Federal Credit Union Bethpage NY 03/2022 08/2023
Fifth Third Bank Cincinnati OH 02/2021 03/2022
Western & Southern Maysville KY 01/2021 02/2021
Peoples Bank Georgetown OH 06/2018 12/2020
Clough Pike Vet Clinic Batavia OH 06/2016 06/2018
N/A Amelia OH 08/2014 06/2018
  • 09/2023 → Present
    Wealth Sync Partners
    Associate Advisor, OH
  • 11/2024 → Present
    United Advisor Group Dba Wealth Sync Partners
    Cincinnati, OH
  • 03/2022 → 08/2023
    Bethpage Federal Credit Union
    Bethpage, NY
  • 02/2021 → 03/2022
    Fifth Third Bank
    Cincinnati, OH
  • 01/2021 → 02/2021
    Western & Southern
    Maysville, KY
  • 06/2018 → 12/2020
    Peoples Bank
    Georgetown, OH
  • 06/2016 → 06/2018
    Clough Pike Vet Clinic
    Batavia, OH
  • 08/2014 → 06/2018
    N/A
    Amelia, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-06
  • S65 Uniform Investment Adviser Law Examination
    2024-12-06
Other Names
  • Nick Kelch

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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