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Brian Andrew Burgeson

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 5760605

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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:

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-03-01
  • OH RA
    APPROVED
    Since 2018-03-01

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Bloomington MN 06/2014 02/2018
Various Insurance Carriers For W & R Insurance Agencies Burnsville MN 06/2014 02/2018
Brian Burgeson Savage MN 04/2008 Present
Courtyard Townhome Association Savage MN 04/2008 Present
Jeffrey Riegle Bloomington MN 01/2018 02/2018
Nationwide Investment Services Corp Columbus OH 02/2018 Present
  • 06/2014 → 02/2018
    Waddell & Reed Inc
    Bloomington, MN
  • 06/2014 → 02/2018
    Various Insurance Carriers For W & R Insurance Agencies
    Burnsville, MN
  • 04/2008 → Present
    Brian Burgeson
    Savage, MN
  • 04/2008 → Present
    Courtyard Townhome Association
    Savage, MN
  • 01/2018 → 02/2018
    Jeffrey Riegle
    Bloomington, MN
  • 02/2018 → Present
    Nationwide Investment Services Corp
    Columbus, OH
Previous Registrations
  • 2014-06-18 → 2018-02-14
    Waddell & Reed
    Savage, MN
  • 2010-04-19 → 2014-05-05
    Burnsville, MN
    Shakopee, MN
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-16
  • S66 Uniform Combined State Law Examination
    2010-04-16
Other Names
  • Brian A Burgeson

View on SEC IAPD

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