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Nicole Rose Kelleher

CHANGE GLOBAL INVESTMENT, LLC·CAMAS, Washington
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416 NE DALLAS STREET, CAMAS, WA 98607CRD# 6922590Firm CRD# 167844
01

About

Nicole Rose Kelleher is a registered financial advisor based in CAMAS, Washington, affiliated with CHANGE GLOBAL INVESTMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHANGE GLOBAL INVESTMENT, LLC
CHANGE GLOBAL INVESTMENT, LLC
AUM
$208M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CHANGE GLOBAL INVESTMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6922590
Firm CRD# 167844
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Rose Kelleher offer?
Nicole Rose Kelleher specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CAMAS, Washington for a consultation.
What are Nicole Rose Kelleher's credentials?
Nicole Rose Kelleher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Rose Kelleher located?
Nicole Rose Kelleher is based in CAMAS, Washington, working with CHANGE GLOBAL INVESTMENT, LLC. Their office serves clients in the CAMAS metropolitan area and surrounding communities.
How does Nicole Rose Kelleher charge for services?
Nicole Rose Kelleher's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHANGE GLOBAL INVESTMENT, LLC?
CHANGE GLOBAL INVESTMENT, LLC has approximately 9 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMAS
Steven Robert Triplett — FISHER ASSET MANAGEMENT, LLCPatricia Ann Nierenberg — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Damon Laughlin Benedict — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Hannelore Nmn Bauer-Kuehl — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Cara Marie Jacobsen — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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