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At KMG, we are passionate about doing meaningful work to improve the quality of life for our clients - both personally and professionally. Through our relationship, we provide holistic consulting, guiding our clients to operate an efficient and profitable business allowing them to achieve the optimal work-life-balance. Through our team of experts, we provide a comprehensive set of services which includes coaching, practice management, succession planning, financial planning, and client meeting preparation.Today, this expert team brings over 100 years of combined experience in the financial services industry. They are the key to helping you create the most effective organizational structure, establishing the appropriate metrics and goals to sustainable growth, and allow you to have the optimal balance between routine organizational activities and what you love to do.No matter what you are looking for, Key Management Group can improve your life and transform the way you do business
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VisionaryAdvisor LegacyTroy, Mi, Us
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Managing Partner, Chief Operating OfficerKey Management Group, Inc. Jul 2005 - PresentTroy, MichiganNick is a co-founding partner of Key Management Group, Inc. Nick's analytical and innovative approach addresses your business models strengths and weaknesses to develop a customized, detailed plan that will help your firm reach defined objectives. His clear operational focus and ability to generate fresh, new ideas unlocks the perfect solutions to keep your firm on track. He works with financial advisory teams on business planning, establishing objectives, creating structure, and conducts… Show more Nick is a co-founding partner of Key Management Group, Inc. Nick's analytical and innovative approach addresses your business models strengths and weaknesses to develop a customized, detailed plan that will help your firm reach defined objectives. His clear operational focus and ability to generate fresh, new ideas unlocks the perfect solutions to keep your firm on track. He works with financial advisory teams on business planning, establishing objectives, creating structure, and conducts regular reviews of these systems to achieve efficiency of all team members. His personal values of integrity and establishing a balance between home and work match the KMG culture. Nick has acquired his Series 7, 63, and his life and health insurance licenses. Show less -
Vice President Of Field OperationsUnited Capital Partners, Inc. Jul 2003 - Jul 2005United Capital Parnters, Inc. is a Transformational Acquirer of financial advisory firms nationwide. Duties included initial implementation strategies and establishing the day-to-day operations through systems and processes for newly acquired financial planning practices.
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Practice ManagerVirtual Management Solutions Jul 2001 - Jul 2003Virtual Management Solutions, Inc. is a consulting company for financial planning practices. Duties included conducting opportunity audits for new business opportunity, creating advisory firm and team member goals, conducting weekly leadership meeting with Senior Financial Advisors, client appointment preparation and establishing systems and processes for financial planning practices.
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Production ManagerBommarito, Ciucci & Associates - American Express Financial Advisors Sep 1999 - Jul 2001Bommarito, Ciucci & Associates is a comprehensive financial, estate, and investment advisory firm which was recognized as one of the top 1% of advisory firms of American Express Financial Advisors, Inc. Duties included preparing for client appointments, sitting as a second chair to the advisor in client meetings, conducing all client meeting follow up items and building on-going relationships with clients. This role was integral in teaching the client relationship model and all key areas of… Show more Bommarito, Ciucci & Associates is a comprehensive financial, estate, and investment advisory firm which was recognized as one of the top 1% of advisory firms of American Express Financial Advisors, Inc. Duties included preparing for client appointments, sitting as a second chair to the advisor in client meetings, conducing all client meeting follow up items and building on-going relationships with clients. This role was integral in teaching the client relationship model and all key areas of financial planning. Show less
Nicholas Tucker Skills
Nicholas Tucker Education Details
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Financial Planning
Frequently Asked Questions about Nicholas Tucker
What company does Nicholas Tucker work for?
Nicholas Tucker works for Advisor Legacy
What is Nicholas Tucker's role at the current company?
Nicholas Tucker's current role is Visionary.
What is Nicholas Tucker's email address?
Nicholas Tucker's email address is ni****@****mpf.com
What is Nicholas Tucker's direct phone number?
Nicholas Tucker's direct phone number is (888) 848*****
What schools did Nicholas Tucker attend?
Nicholas Tucker attended Western Michigan University - Haworth College Of Business.
What skills is Nicholas Tucker known for?
Nicholas Tucker has skills like Strategic Planning, Business Planning, Series 7, Strategic Financial Planning, Coaching, Financial Planning, Team Building, Business Strategy, Mergers And Acquisitions, Leadership Development, Succession Planning, Practice Management.
Who are Nicholas Tucker's colleagues?
Nicholas Tucker's colleagues are John T. Sullivan, Cfp, Stephen Sleva, Rachel Gibson, Frank Stover, Crpc®, Ben Thelen, Jessica Walla, Brandon Smith.
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