Rachel Estelle Bolen

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 05/2019
  Life Martial Arts
  Winter Park, FL
• 02/2020 → 05/2021
  Rollins College
  Winter Park, FL
• 06/2020 → 07/2020
  Adventhealth
  Altamonte Springs, FL
• 08/2019 → 05/2022
  Rollins College
  Winter Park, FL
• 08/2015 → 05/2019
  Winter Park High School
  Winter Park, FL
• 12/2020 → 03/2023
  Breed's Hill Wealth Management
  Winter Park, FL
• 05/2023 → 03/2026
  Fidelity Investments
  Franklin, TN
• 03/2025 → 03/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2026 → Present
  Nationwide Investment Advisors
  Columbus, OH

Previous Registrations

• 2025-03-31 → 2026-03-05
  Strategic Advisers Llc
  Nashville, TN
  Franklin, TN
  Boston, MA
• 2024-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN

Other Businesses

--Position: Self-Published Author Company/Employer: Self Published Book Location: Weaverville, NC Start Date: 08/17/2026 Hours Devoted Monthly: 30 Hours During Trading Hours: 7 Investment Related: No

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rachel Freeman
• Rachel Estelle Freeman