Nick Kellum

Financial Advisor

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Having a financial plan for your future does not need to be overwhelming. I create financial solutions for complex problems so you can get back to what you enjoy doing.

Helping individuals and businesses design an intentional wealth plan with a meaningful legacy.

Check the background of this investment professional on FINRA’s BrokerCheck.

Nick Kellum

Financial Advisor

Handshake

Having a financial plan for your future does not need to be overwhelming. I create financial solutions for complex problems so you can get back to what you enjoy doing.

About

As a financial advisor, Nicholas Kellum specializes in crafting investment plans, managing risk, and developing robust retirement solutions for his clients. Nick enjoys working with pilots and young professionals to help them simplify their financial decisions. Driven by his desire to help others navigate the complexities of finance, Nick aims to be his clients’ trusted financial guide.

Nick is a native of Walnut Creek, Calif. who attended college at San Diego State University. After graduating with a degree in finance, Nick obtained his investment licenses at Ameriprise Financial where he expanded his financial knowledge. Now as a financial advisor with North Star, Nick decided to specialize in working with pilots due to his deep understanding of the career. His desire to educate pilots regarding their specific retirement needs stems from growing up around aviation.

He also is passionate about working with his alumni community and young professionals who are just starting to build wealth. Through strong communication and personalized advice, Nick aims to help everyone he works with build a secure financial future. As a comprehensive financial advisor, he prides himself on providing goal-based financial planning solutions and investment education.

Today, Nick remains in the San Diego area. When away from the office, he enjoys playing golf, running, swimming, and spending time with family and friends.

Schedule a meeting with Nick to embark on a journey toward financial success!

Services

  • Comprehensive fee-based financial planning
  • Retirement strategies
  • Education funding
  • Income protection
  • Corporate solutions
  • Wealth management
  • Insurance considerations
  • Tax-efficient investment strategies

Advisor team

Grace B. Torres Kilpatrick
Grace B. Torres Kilpatrick

Financial Advisor, CEPA®

North Star resource team

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Austin Tausk, CPA
Austin Tausk, CPA

Director of Tax Services

Bailey Berg
Bailey Berg

Financial Planning Administrative Coordinator

Contact

    San Diego

    Ten Governor
    5075 Shoreham Pl
    Suite 260
    San Diego, CA 92122

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    Investment advisor representative of Cetera Advisor Networks, LLC.