Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
382 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Nationwide Investment Services CorporationBroker
September 2020 - Present · 5 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.