Grace Geneva O'MAra

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

• 03/2017 → 12/2021
  Cuso Financial Services Lp At Advantis Credit Union And Pacific
  Portland, OR
• 01/2016 → 02/2017
  Jpmorgan Chase
  Portland, OR
• 11/2022 → 12/2024
  Townsend
  Westminster, CO
• 01/2022 → 08/2022
  Cuso Financial Services Lp At Advantis Credit Union
  Portland, OR
• 12/2024 → 01/2025
  Nationwide Investment Services Corporation
  Columbus, OH
• 01/2023 → 12/2024
  Securities America, Inc.
  Westminster, CO
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  Westminster, CO
• 01/2025 → 03/2026
  Nationwide Securities Llc
  Columbus, OH
• 03/2026 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2025-01-31 → 2026-04-01
  Nationwide Securities, Llc
  Columbus, OH
  Arvada, CO
  Columbus, OH
• 2025-01-07 → 2025-01-31
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2022-11-17 → 2024-12-19
  Townsend
  Westminster, CO
• 2018-01-10 → 2022-08-19
  Cuso Financial Services, L.P.
  Portland, OR
  San Diego, CA
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29

Designations

• Certified Financial Planner

Other Names

• Grace Geneva Conner
• Grace Geneva Omara