Adelaina
Welch
Kmg Fiduciary Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adelaina Welch is a financial advisor operating out of Toledo, Ohio, with 2 years of industry experience. Welch is an advisor for Kmg Fiduciary Partners, LLC. Welch has gained experience at Morgan Stanley Smith Barney LLC and Kmg Fiduciary Partners. Welch maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Kmg Fiduciary Partners, LLC is a financial advisory firm operating out of Toledo, OH. The investment advisory business has offices in four locations and a total of 16 advisors. It administers $1 billion in assets between its 3,237 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 3,237 client accounts, 31% are associated with high-net-worth investors who have greater than $1 million in investable assets. Kmg Fiduciary Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on the financial services provided. Fees billed by Kmg Fiduciary Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kmg Fiduciary Partners, LLC Brokerage Details
$1,007,846,931
16
3,237
$311,352
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adelaina Welch Work History
Adelaina has been registered as a financial advisor for 2 years.*
Kmg Fiduciary Partners
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adelaina Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kmg Fiduciary Partners, LLC
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Birmingham, MI
Birmingham, MI
Toledo, OH
Birmingham, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
