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Nationwide Investment Advisors, LLC CRD 142373
$16.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-30 |
Branch Locations
One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Atlanta | GA | 09/2015 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 01/2017 | 01/2022 |
| Wipfli Financial Advisors, Llc | Atlanta | GA | 04/2022 | 09/2022 |
| Creative Planning, Llc | Atlanta | GA | 10/2022 | Present |
| Nationwide Insurance Services Corporation | Columbus | OH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-05 |
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