Paul Francis Surdakowski

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

• 08/2015 → 05/2017
  Wealthplan Advisors
  Scottsdale, AZ
• 01/2016 → 06/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2017 → 12/2019
  Wealthvest Marketing
  Bozeman, MT
• 05/2019 → 12/2019
  The Leaders Group, Inc
  Littleton, CO
• 01/2020 → 11/2020
  Transamerica Capital Inc
  Denver, CO
• 06/2021 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 11/2020 → 06/2021
  Unemployed
  Phoenix, AZ

Previous Registrations

• 2019-06-05 → 2019-12-31
  Tlg Advisors, Inc.
  Summit, NJ
  Bozeman, MT
• 2015-09-25 → 2017-06-06
  Wealthplan Advisors, Llc
  Scottsdale, AZ
• 2007-08-21 → 2008-02-19
  Wells Fargo Investments, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Carefree, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S66 Uniform Combined State Law Examination
  2007-08-09

Other Names

• Paul Surdakowski
• Francis Paul Surdakowski
• Francis Paul Surdakowski