Nationwide Investment Services Corporation

Broker-DealerFINRA MemberEst. 1976
Total AUM
—
Advisory reps
2,236
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
7110
Registered since
March 26, 1976

Firm profile

FINTRX

Overview

Nationwide Investment Services Corporation is organized as a corporation and is classified as an insurance broker-dealer. The firm has been SEC-registered since 1976. Public disclosures list ownership as a combination of a domestic entity and individual interests. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser and is not characterized as a newly formed adviser or a pension consultant. Core details about its client types, fee schedules, specific business lines, and advisory activities were not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 18
  • Weltha Smith

    Service Team CoordinatorCRD 4728163

  • Sarah Cain

    Complaint CoordinatorCRD 4579045

  • Tracy Nicholson

    CoordinatorCRD 4954047

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Contacts

3 of 2218
  • Richard Stahl

    Richard Stahl

    Registered RepresentativeCRD 5712221

  • Sherri Panttaja

    Sherri Panttaja

    Financial PlannerCRD 5719273

  • Shawn Drake

    Retirement Sales SpecialistCRD 5736124

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1 Nationwide Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth