1. Wealthminder
  2. Cincinnati, OH
Nicole Redus, financial advisor Cincinnati OH

Nicole Redus

CRD Number: 3254135
Current Firm: United Planners' Financial Services Of America A Limited Partner

Nicole Redus (CRD# 3254135) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cincinnati, OH and has over 16 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ May 2024 - Current < 1
Redus Group Cincinnati, OH May 2009 - Current 15
Cambridge Investment Research, Inc. Fairfield, IA Oct 2016 - May 2024 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2016 - May 2024 7
Ascension Wealth Management Cincinnati, OH Jun 2016 - May 2024 7
Lincoln Financial Securities Corporation Cincinnati, OH Feb 2013 - Sep 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Nicole Y. Redus
By the Numbers
  • Total Assets Under Management
    9,326
    MILLIONS
  • Total Number of Accounts
    43,221
    ACCOUNTS
  • Average Account Value
    $215,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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