Kevin Nichols
Kevin Nichols is a registered investment advisor at UBS Financial Services INC., based in Wichita, KS, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
1635 N. Waterfront Pkwy, Suite 250, Wichita, KS, 67206
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
March 2003Other Business Activities
Kevin is a managing member of KBN LLC, a partnership involved in oil and gas investments. He also co-owns a vacation home with his wife and serves on the board of directors for the Wichita Cancer Foundation and as an advisory board member to the CEO of Wesley Medical Center.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.