KN
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Kevin Patrick Nicholson

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

119 W. Wayne Avenue, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is an associate at Alera Group, an IAR at The Ascent Group, and an officer at Walsh and Nicholson Financial Group, all investment-related. He is also a licensed independent insurance agent and a partner at Walnic Properties.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services
August 2008 - November 2021 · 13 yrs 3 mos
Ameritas Investment Company, LLCBroker
June 2006 - January 2023 · 16 yrs 7 mos
Carillon Investments, INC.Broker
July 1997 - June 2006 · 8 yrs 11 mos
Royal Alliance Associates, INC.Broker
September 1992 - July 1997 · 4 yrs 10 mos
New England SecuritiesBroker
September 1986 - September 1992 · 6 yrs
State Registrations30 states
ARAZCACOCTDCDEFLIAINMAMDMEMIMNMOMSNCNHNJNMNYOHOKORPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.